Root Financial Partners
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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
Q3 		$13.7K Buy
+50
New +$14.9K ﹤0.01% 1755
2026
Q2 		– Sell
-35
Closed -$8.92K – 2857
2026
Q1 		$8.92K Buy
35
+5
+17% +$1.26K ﹤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

Wasatch Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Root Financial Partners's SXI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Standex International (SXI) in Q3 2026: 50 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SXI as recently as Q1 2026.

Root Financial Partners first reported a position in SXI in Q3 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold SXI as of Q3 2026.

  • Root Financial Partners held 50 shares of Standex International worth $13.7K as of Q3 2026.
  • Standex International was a new Root Financial Partners position in Q3 2026.
  • Standex International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1755 holding.
  • Root Financial Partners first reported a position in Standex International in Q3 2025 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held Standex International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.