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Pinnacle Wealth Planning Services’s Standex International SXI Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$333K Buy
931
+5
+0.5% +$1.4K 0.03% 336
2026
Q1 		$236K Buy
926
+2
+0.2% +$502 0.02% 420
2025
Q4 		$201K Buy
+924
New +$214K 0.02% 463
2021
Q1 		– Sell
-973
Closed -$75K – 1748
2020
Q4 		$75K Buy
+973
New +$69.3K 0.02% 605

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

Pinnacle Wealth Planning Services's SXI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Standex International (SXI) stake by 0.54% in Q2 2026, buying an estimated $1.4K and bringing the position to 931 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #336.

Pinnacle Wealth Planning Services first reported a position in SXI in Q4 2020 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 931 shares of Standex International worth $333K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 5 Standex International shares in Q2 2026, an estimated $1.4K.
  • Standex International made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #336 holding.
  • Pinnacle Wealth Planning Services first reported a position in Standex International in Q4 2020 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.