O'Shaughnessy Asset Management’s Standex International SXI Stock Holding History

O'Shaughnessy Asset Management’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	$404K	Buy	1,130 +168	+17%	+$47K	﹤0.01%	1693
2026 Q1	$245K	Sell	962 -147	-13%	-$36.9K	﹤0.01%	1899
2025 Q4	$241K	Buy	+1,109	New	+$257K	﹤0.01%	1894
2025 Q1	–	Sell	-1,524	Closed	-$285K	–	2397
2024 Q4	$285K	Buy	1,524 +107	+8%	+$20.6K	﹤0.01%	1564
2024 Q3	$249K	Buy	1,417 +147	+12%	+$25.6K	﹤0.01%	1566
2024 Q2	$205K	Sell	1,270 -62	-5%	-$10.5K	﹤0.01%	1534
2024 Q1	$243K	Buy	+1,332	New	+$215K	﹤0.01%	1417
2016 Q4	–	Sell	-2,828	Closed	-$263K	–	983
2016 Q3	$263K	Sell	2,828 -678	-19%	-$59.3K	0.01%	436
2016 Q2	$290K	Sell	3,506 -12	-0.3%	-$984	0.01%	422
2016 Q1	$272K	Sell	3,518 -1	-0%	-$73	0.01%	416
2015 Q4	$293K	Buy	+3,519	New	+$298K	0.01%	432
2014 Q1	–	Sell	-8,610	Closed	-$540K	–	1064
2013 Q4	$540K	Sell	8,610 -1,653	-16%	-$100K	0.01%	407
2013 Q3	$608K	Sell	10,263 -247	-2%	-$14.3K	0.01%	380
2013 Q2	$556K	Buy	+10,510	New	+$551K	0.01%	381

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's SXI Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Standex International (SXI) stake by 17% in Q2 2026, buying an estimated $47K and bringing the position to 1,130 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

O'Shaughnessy Asset Management first reported a position in SXI in Q2 2013 and has held it in 14 quarters since. The position peaked at $608K in Q3 2013. 328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

O'Shaughnessy Asset Management held 1,130 shares of Standex International worth $404K as of Q2 2026.
O'Shaughnessy Asset Management bought 168 Standex International shares in Q2 2026, an estimated $47K.
Standex International made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1693 holding.
O'Shaughnessy Asset Management first reported a position in Standex International in Q2 2013 and has held it in 14 quarters since.
O'Shaughnessy Asset Management's Standex International position peaked at $608K in Q3 2013.
328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.