Rothwell Investment Advisors, LLC’s HNI Corp HNI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio HNI Stock Details HNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.7K	Buy	+633	New	+$28.9K	0.02%	543

Other funds holding HNI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HNI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in HNI Corp (HNI) in Q3 2026: 633 shares worth $28.7K. The stake represents 0.02% of the portfolio and ranks #543 among its holdings.

137 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

Rothwell Investment Advisors, LLC held 633 shares of HNI Corp worth $28.7K as of Q3 2026.
HNI Corp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
HNI Corp made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #543 holding.
137 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.