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
Q3 		$1.04K Buy
23
+19
+475% +$868 ﹤0.01% 3222
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 		$1.56K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

AssetMark Inc's HNI Position: Q3 2026 in Review

AssetMark Inc increased its HNI Corp (HNI) stake by 475% in Q3 2026, buying an estimated $868 and bringing the position to 23 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

AssetMark Inc first reported a position in HNI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.56K in Q4 2025. 124 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

  • AssetMark Inc held 23 shares of HNI Corp worth $1.04K as of Q3 2026.
  • AssetMark Inc bought 19 HNI Corp shares in Q3 2026, an estimated $868.
  • HNI Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3222 holding.
  • AssetMark Inc first reported a position in HNI Corp in Q3 2024 and has held it in 9 quarters since.
  • AssetMark Inc's HNI Corp position peaked at $1.56K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.