Legacy Private Trust’s Standex International SXI Stock Holding History

Legacy Private Trust’s Portfolio SXI Stock Details SXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$790K	Hold	2,210	–	–	0.04%	179
2026 Q1	$563K	Hold	2,210	–	–	0.03%	194
2025 Q4	$480K	Hold	2,210	–	–	0.03%	206
2025 Q3	$468K	Sell	2,210 -95	-4%	-$17.9K	0.03%	199
2025 Q2	$361K	Hold	2,305	–	–	0.02%	202
2025 Q1	$372K	Sell	2,305 -65	-3%	-$11.9K	0.03%	194
2024 Q4	$443K	Hold	2,370	–	–	0.03%	188
2024 Q3	$433K	Sell	2,370 -350	-13%	-$60.9K	0.03%	187
2024 Q2	$438K	Hold	2,720	–	–	0.03%	181
2024 Q1	$496K	Sell	2,720 -130	-5%	-$21K	0.04%	179
2023 Q4	$451K	Hold	2,850	–	–	0.04%	182
2023 Q3	$415K	Hold	2,850	–	–	0.04%	191
2023 Q2	$403K	Hold	2,850	–	–	0.03%	186
2023 Q1	$349K	Sell	2,850 -150	-5%	-$17.1K	0.03%	191
2022 Q4	$307K	Hold	3,000	–	–	0.03%	196
2022 Q3	$245K	Hold	3,000	–	–	0.02%	204
2022 Q2	$254K	Hold	3,000	–	–	0.02%	207
2022 Q1	$300K	Hold	3,000	–	–	0.02%	219
2021 Q4	$332K	Hold	3,000	–	–	0.02%	209
2021 Q3	$297K	Hold	3,000	–	–	0.02%	205
2021 Q2	$285K	Hold	3,000	–	–	0.02%	208
2021 Q1	$287K	Hold	3,000	–	–	0.03%	201
2020 Q4	$233K	Buy	+3,000	New	+$214K	0.02%	216
2020 Q1	–	Sell	-3,000	Closed	-$238K	–	230
2019 Q4	$238K	Buy	+3,000	New	+$228K	0.02%	222

Other funds holding SXI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Private Trust's SXI Position: Q2 2026 in Review

Legacy Private Trust held its Standex International (SXI) position steady in Q2 2026 at 2,210 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #179.

Legacy Private Trust first reported a position in SXI in Q4 2019 and has held it in 24 quarters since. 328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

Legacy Private Trust held 2,210 shares of Standex International worth $790K as of Q2 2026.
Legacy Private Trust left its Standex International share count unchanged in Q2 2026.
Standex International made up 0.04% of Legacy Private Trust's portfolio in Q2 2026, its #179 holding.
Legacy Private Trust first reported a position in Standex International in Q4 2019 and has held it in 24 quarters since.
328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.