Allworth Financial’s HNI Corp HNI Stock Holding History

Allworth Financial’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 Q1	$49.2K	Sell	1,472 -1,131	-43%	-$50.1K	﹤0.01%	2340
2025 Q4	$109K	Buy	2,603 +413	+19%	+$17.4K	﹤0.01%	1697
2025 Q3	$103K	Buy	2,190 +16	+0.7%	+$758	﹤0.01%	1672
2025 Q2	$107K	Buy	2,174 +9	+0.4%	+$407	﹤0.01%	1506
2025 Q1	$91.7K	Buy	2,165 +2,112	+3,985%	+$99.9K	﹤0.01%	1270
2024 Q4	$2.71K	Sell	53 -8	-13%	-$429	﹤0.01%	3042
2024 Q3	$3.29K	Buy	61 +8	+15%	+$406	﹤0.01%	2748
2024 Q2	$2.56K	Sell	53 -12	-18%	-$530	﹤0.01%	2811
2024 Q1	$2.93K	Buy	65 +1	+2%	+$42	﹤0.01%	2648
2023 Q4	$2.68K	Buy	64 +2	+3%	+$76	﹤0.01%	2548
2023 Q3	$2.15K	Buy	+62	New	+$1.91K	﹤0.01%	2509
2023 Q2	–	Sell	-6	Closed	-$168	–	3313
2023 Q1	$168	Hold	6	–	–	﹤0.01%	3041
2022 Q4	$171	Sell	6 -37	-86%	-$1.05K	﹤0.01%	2819
2022 Q3	$1K	Buy	+43	New	+$1.43K	﹤0.01%	2399
2022 Q1	–	Sell	-9	Closed	–	–	2223
2021 Q4	$0	Buy	+9	New	+$361	﹤0.01%	2019
2020 Q2	–	Sell	-82	Closed	-$2K	–	1266
2020 Q1	$2K	Buy	+82	New	+$2.72K	﹤0.01%	1056

Other funds holding HNI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

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

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return