LFAS
SXI icon

Level Four Advisory Services’s Standex International SXI Stock Holding History

Level Four Advisory Services’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
Q1 		$1.8M Sell
7,070
-76
-1% -$19.1K 0.06% 307
2025
Q4 		$1.55M Sell
7,146
-435
-6% -$101K 0.05% 324
2025
Q3 		$1.61M Buy
7,581
+341
+5% +$64.4K 0.06% 312
2025
Q2 		$1.13M Buy
7,240
+475
+7% +$71.2K 0.04% 355
2025
Q1 		$1.09M Sell
6,765
-280
-4% -$51.3K 0.04% 328
2024
Q4 		$1.32M Buy
7,045
+830
+13% +$160K 0.05% 293
2024
Q3 		$1.14M Buy
6,215
+521
+9% +$90.6K 0.05% 319
2024
Q2 		$918K Buy
+5,694
New +$963K 0.04% 355

Other funds holding SXI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return