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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
Q2 		$50K Sell
1,238
-234
-16% -$7.96K ﹤0.01% 2486
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Allworth Financial's HNI Position: Q2 2026 in Review

Allworth Financial reduced its HNI Corp (HNI) stake by 16% in Q2 2026, selling an estimated $7.96K and leaving 1,238 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Allworth Financial first reported a position in HNI in Q1 2020 and has held it in 17 quarters since. The position peaked at $109K in Q4 2025. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Allworth Financial held 1,238 shares of HNI Corp worth $50K as of Q2 2026.
  • Allworth Financial sold 234 HNI Corp shares in Q2 2026, an estimated $7.96K.
  • HNI Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2486 holding.
  • Allworth Financial first reported a position in HNI Corp in Q1 2020 and has held it in 17 quarters since.
  • Allworth Financial's HNI Corp position peaked at $109K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.