AssetMark Inc
HNI icon

AssetMark Inc’s HNI Corp HNI Stock Holding History

AssetMark Inc’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 		$1.07K Sell
32
-5
-14% -$221 ﹤0.01% 3020
2025
Q4 		$1.55K Buy
37
+9
+32% +$380 ﹤0.01% 2830
2025
Q3 		$1.31K Hold
28
– – ﹤0.01% 2732
2025
Q2 		$1.38K Hold
28
– – ﹤0.01% 2538
2025
Q1 		$1.24K Hold
28
– – ﹤0.01% 2261
2024
Q4 		$1.41K Buy
28
+10
+56% +$536 ﹤0.01% 2179
2024
Q3 		$969 Buy
+18
New +$914 ﹤0.01% 2005

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
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

AssetMark Inc's HNI Position: Q1 2026 in Review

AssetMark Inc reduced its HNI Corp (HNI) stake by 14% in Q1 2026, selling an estimated $221 and leaving 32 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

AssetMark Inc first reported a position in HNI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55K in Q4 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • AssetMark Inc held 32 shares of HNI Corp worth $1.07K as of Q1 2026.
  • AssetMark Inc sold 5 HNI Corp shares in Q1 2026, an estimated $221.
  • HNI Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3020 holding.
  • AssetMark Inc first reported a position in HNI Corp in Q3 2024 and has held it in 7 quarters since.
  • AssetMark Inc's HNI Corp position peaked at $1.55K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.