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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's SXI Position: Q1 2026 in Review

Root Financial Partners increased its Standex International (SXI) stake by 17% in Q1 2026, buying an estimated $1.25K and bringing the position to 35 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Root Financial Partners first reported a position in SXI in Q3 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold SXI as of Q1 2026.

  • Root Financial Partners held 35 shares of Standex International worth $8.92K as of Q1 2026.
  • Root Financial Partners bought 5 Standex International shares in Q1 2026, an estimated $1.25K.
  • Standex International made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1727 holding.
  • Root Financial Partners first reported a position in Standex International in Q3 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Standex International as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.