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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
Q3 		$603K Hold
2,210
– – 0.03% 196
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

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Legacy Private Trust's SXI Position: Q3 2026 in Review

Legacy Private Trust held its Standex International (SXI) position steady in Q3 2026 at 2,210 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #196.

Legacy Private Trust first reported a position in SXI in Q4 2019 and has held it in 25 quarters since. The position peaked at $790K in Q2 2026. 12 funds tracked by Wall St. Rank hold SXI as of Q3 2026.

  • Legacy Private Trust held 2,210 shares of Standex International worth $603K as of Q3 2026.
  • Legacy Private Trust left its Standex International share count unchanged in Q3 2026.
  • Standex International made up 0.03% of Legacy Private Trust's portfolio in Q3 2026, its #196 holding.
  • Legacy Private Trust first reported a position in Standex International in Q4 2019 and has held it in 25 quarters since.
  • Legacy Private Trust's Standex International position peaked at $790K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Standex International as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.