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 Q3	$256K	Buy	938 +7	+0.8%	+$2.09K	0.03%	408
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's SXI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Standex International (SXI) stake by 0.75% in Q3 2026, buying an estimated $2.09K and bringing the position to 938 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #408.

Pinnacle Wealth Planning Services first reported a position in SXI in Q4 2020 and has held it in 5 quarters since. The position peaked at $333K in Q2 2026. 130 funds tracked by Wall St. Rank hold SXI as of Q3 2026.

Pinnacle Wealth Planning Services held 938 shares of Standex International worth $256K as of Q3 2026.
Pinnacle Wealth Planning Services bought 7 Standex International shares in Q3 2026, an estimated $2.09K.
Standex International made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #408 holding.
Pinnacle Wealth Planning Services first reported a position in Standex International in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Standex International position peaked at $333K in Q2 2026.
130 funds tracked by Wall St. Rank held Standex International as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.