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Montag & Associates’s Standex International SXI Stock Holding History

Montag & Associates’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 		$2.1K Hold
6
– – ﹤0.01% 864
2026
Q1 		$1.5K Hold
6
– – ﹤0.01% 866
2025
Q4 		$1.28K Sell
6
-1
-14% -$232 ﹤0.01% 904
2025
Q3 		$1.47K Buy
+7
New +$1.32K ﹤0.01% 961

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Montag & Associates's SXI Position: Q2 2026 in Review

Montag & Associates held its Standex International (SXI) position steady in Q2 2026 at 6 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Montag & Associates first reported a position in SXI in Q3 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Montag & Associates held 6 shares of Standex International worth $2.1K as of Q2 2026.
  • Montag & Associates left its Standex International share count unchanged in Q2 2026.
  • Standex International made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #864 holding.
  • Montag & Associates first reported a position in Standex International in Q3 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.