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Personal CFO Solutions’s Standex International SXI Stock Holding History

Personal CFO Solutions’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 		$797K Sell
2,227
-150
-6% -$42K 0.12% 158
2026
Q1 		$606K Buy
2,377
+54
+2% +$13.6K 0.09% 214
2025
Q4 		$505K Sell
2,323
-35
-1% -$8.11K 0.08% 236
2025
Q3 		$500K Sell
2,358
-67
-3% -$12.7K 0.09% 227
2025
Q2 		$380K Sell
2,425
-258
-10% -$38.7K 0.07% 269
2025
Q1 		$433K Buy
2,683
+144
+6% +$26.4K 0.09% 238
2024
Q4 		$475K Sell
2,539
-172
-6% -$33.2K 0.09% 213
2024
Q3 		$496K Sell
2,711
-142
-5% -$24.7K 0.07% 264
2024
Q2 		$460K Sell
2,853
-217
-7% -$36.7K 0.07% 260
2024
Q1 		$559K Buy
3,070
+44
+1% +$7.11K 0.09% 222
2023
Q4 		$479K Buy
3,026
+254
+9% +$36.6K 0.08% 233
2023
Q3 		$404K Buy
2,772
+206
+8% +$30.7K 0.08% 245
2023
Q2 		$363K Sell
2,566
-33
-1% -$4.36K 0.07% 282
2023
Q1 		$318K Sell
2,599
-231
-8% -$26.3K 0.07% 294
2022
Q4 		$290K Buy
2,830
+172
+6% +$16.9K 0.06% 305
2022
Q3 		$217K Sell
2,658
-99
-4% -$8.84K 0.05% 345
2022
Q2 		$234K Sell
2,757
-363
-12% -$34K 0.05% 340
2022
Q1 		$312K Buy
3,120
+138
+5% +$14.5K 0.06% 309
2021
Q4 		$330K Sell
2,982
-22
-0.7% -$2.39K 0.06% 298
2021
Q3 		$297K Buy
3,004
+147
+5% +$14K 0.06% 289
2021
Q2 		$271K Buy
2,857
+72
+3% +$6.98K 0.06% 321
2021
Q1 		$266K Sell
2,785
-231
-8% -$21.4K 0.06% 299
2020
Q4 		$234K Buy
+3,016
New +$215K 0.06% 313

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Personal CFO Solutions's SXI Position: Q2 2026 in Review

Personal CFO Solutions reduced its Standex International (SXI) stake by 6.3% in Q2 2026, selling an estimated $42K and leaving 2,227 shares worth $797K. The position accounts for 0.12% of the portfolio, ranked #158.

Personal CFO Solutions first reported a position in SXI in Q4 2020 and has held it in 23 quarters since. 329 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Personal CFO Solutions held 2,227 shares of Standex International worth $797K as of Q2 2026.
  • Personal CFO Solutions sold 150 Standex International shares in Q2 2026, an estimated $42K.
  • Standex International made up 0.12% of Personal CFO Solutions's portfolio in Q2 2026, its #158 holding.
  • Personal CFO Solutions first reported a position in Standex International in Q4 2020 and has held it in 23 quarters since.
  • 329 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.