SMART Wealth’s Standex International SXI Stock Holding History

SMART Wealth’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	$255K	Hold	1,000	–	–	0.07%	185
2025 Q4	$217K	Hold	1,000	–	–	0.07%	175
2025 Q3	$212K	Buy	+1,000	New	+$189K	0.08%	134

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SMART Wealth's SXI Position: Q1 2026 in Review

SMART Wealth held its Standex International (SXI) position steady in Q1 2026 at 1,000 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #185.

SMART Wealth 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.

SMART Wealth held 1,000 shares of Standex International worth $255K as of Q1 2026.
SMART Wealth left its Standex International share count unchanged in Q1 2026.
Standex International made up 0.07% of SMART Wealth's portfolio in Q1 2026, its #185 holding.
SMART Wealth 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 SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.