RFP
SXI icon

Root Financial Partners’s Standex International SXI Stock Holding History

Root Financial Partners’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 		– Sell
-35
Closed -$8.92K – 2857
2026
Q1 		$8.92K Buy
35
+5
+17% +$1.25K ﹤0.01% 1727
2025
Q4 		$6.52K Hold
30
– – ﹤0.01% 1676
2025
Q3 		$6.36K Buy
+30
New +$5.67K ﹤0.01% 1629

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

Root Financial Partners's SXI Position: Q2 2026 in Review

Root Financial Partners sold out of Standex International (SXI) in Q2 2026, closing a stake of 35 shares — an estimated $8.92K sold.

Root Financial Partners first reported a position in SXI in Q3 2025 and held it in 3 quarters. The position peaked at $8.92K in Q1 2026. 328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Root Financial Partners reported no remaining Standex International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 Standex International shares in Q2 2026, an estimated $8.92K.
  • Root Financial Partners first reported a position in Standex International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Standex International position peaked at $8.92K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.