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Summit Wealth Group (Colorado)’s Standex International SXI Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-7,244
Closed -$368K – 602
2025
Q3 		$368K Buy
+7,244
New +$1.37M 0.04% 316

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SXI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Standex International (SXI) in Q4 2025, closing a stake of 7,244 shares — an estimated $368K sold.

Summit Wealth Group (Colorado) first reported a position in SXI in Q3 2025 and held it in 1 quarter. The position peaked at $368K in Q3 2025. 271 funds tracked by Wall St. Rank hold SXI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Standex International position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,244 Standex International shares in Q4 2025, an estimated $368K.
  • Summit Wealth Group (Colorado) first reported a position in Standex International in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Standex International position peaked at $368K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Standex International as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.