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Bay Harbor Wealth Management’s HNI Corp HNI Stock Holding History

Bay Harbor Wealth Management’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 		– Sell
-3
Closed -$100 – 1313
2026
Q1 		$100 Buy
3
+1
+50% +$44 ﹤0.01% 1214
2025
Q4 		$84 Sell
2
-3
-60% -$127 ﹤0.01% 1218
2025
Q3 		$234 Buy
5
+3
+150% +$142 ﹤0.01% 990
2025
Q2 		$98 Buy
2
+1
+100% +$45 ﹤0.01% 1108
2025
Q1 		$44 Buy
+1
New +$47 ﹤0.01% 1041

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's HNI Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of HNI Corp (HNI) in Q2 2026, closing a stake of 3 shares — an estimated $100 sold.

Bay Harbor Wealth Management first reported a position in HNI in Q1 2025 and held it in 5 quarters. The position peaked at $234 in Q3 2025. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining HNI Corp position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3 HNI Corp shares in Q2 2026, an estimated $100.
  • Bay Harbor Wealth Management first reported a position in HNI Corp in Q1 2025 and held it in 5 quarters.
  • Bay Harbor Wealth Management's HNI Corp position peaked at $234 in Q3 2025.
  • 275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.