Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Standex International SXI Stock Holding History

Steward Partners Investment Advisory’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 		$331K Buy
925
+14
+2% +$3.92K ﹤0.01% 1952
2026
Q1 		$232K Buy
911
+70
+8% +$17.6K ﹤0.01% 1938
2025
Q4 		$183K Buy
841
+693
+468% +$161K ﹤0.01% 1967
2025
Q3 		$31.4K Hold
148
– – ﹤0.01% 2862
2025
Q2 		$23.2K Hold
148
– – ﹤0.01% 2855
2025
Q1 		$23.9K Hold
148
– – ﹤0.01% 2726
2024
Q4 		$27.7K Buy
148
+14
+10% +$2.7K ﹤0.01% 2626
2024
Q3 		$24.5K Hold
134
– – ﹤0.01% 2571
2024
Q2 		$21.6K Hold
134
– – ﹤0.01% 2504
2024
Q1 		$24.4K Hold
134
– – ﹤0.01% 2439
2023
Q4 		$21.2K Hold
134
– – ﹤0.01% 2377
2023
Q3 		$19.5K Buy
+134
New +$20K ﹤0.01% 2318
2023
Q2 		– Sell
-130
Closed -$15.9K – 3385
2023
Q1 		$15.9K Hold
130
– – ﹤0.01% 2350
2022
Q4 		$13.3K Hold
130
– – ﹤0.01% 2438
2022
Q3 		$11K Sell
130
-14
-10% -$1.25K ﹤0.01% 2502
2022
Q2 		$12K Buy
144
+14
+11% +$1.31K ﹤0.01% 2463
2022
Q1 		$13K Hold
130
– – ﹤0.01% 2560
2021
Q4 		$14K Hold
130
– – ﹤0.01% 2481
2021
Q3 		$13K Hold
130
– – ﹤0.01% 2517
2021
Q2 		$12K Hold
130
– – ﹤0.01% 5733
2021
Q1 		$12.4K Hold
130
– – ﹤0.01% 2689
2020
Q4 		$10K Hold
130
– – ﹤0.01% 2323
2020
Q3 		$8K Buy
+130
New +$7.47K ﹤0.01% 2230

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's SXI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Standex International (SXI) stake by 1.5% in Q2 2026, buying an estimated $3.92K and bringing the position to 925 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Steward Partners Investment Advisory first reported a position in SXI in Q3 2020 and has held it in 23 quarters since. 328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Steward Partners Investment Advisory held 925 shares of Standex International worth $331K as of Q2 2026.
  • Steward Partners Investment Advisory bought 14 Standex International shares in Q2 2026, an estimated $3.92K.
  • Standex International made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1952 holding.
  • Steward Partners Investment Advisory first reported a position in Standex International in Q3 2020 and has held it in 23 quarters since.
  • 328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.