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 Q2	$162	Sell	4 -28	-88%	-$953	﹤0.01%	3442
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc's HNI Position: Q2 2026 in Review

AssetMark Inc reduced its HNI Corp (HNI) stake by 88% in Q2 2026, selling an estimated $953 and leaving 4 shares worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

AssetMark Inc first reported a position in HNI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.55K in Q4 2025. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

AssetMark Inc held 4 shares of HNI Corp worth $162 as of Q2 2026.
AssetMark Inc sold 28 HNI Corp shares in Q2 2026, an estimated $953.
HNI Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3442 holding.
AssetMark Inc first reported a position in HNI Corp in Q3 2024 and has held it in 8 quarters since.
AssetMark Inc's HNI Corp position peaked at $1.55K in Q4 2025.
274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.