Brinker Capital Investments’s HNI Corp HNI Stock Holding History

Brinker Capital Investments’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	$449K	Sell	13,447 -75	-0.6%	-$3.32K	﹤0.01%	1505
2025 Q4	$568K	Sell	13,522 -436	-3%	-$18.4K	﹤0.01%	1539
2025 Q3	$654K	Sell	13,958 -223	-2%	-$10.6K	0.01%	1430
2025 Q2	$697K	Sell	14,181 -259	-2%	-$11.7K	0.01%	1377
2025 Q1	$640K	Sell	14,440 -212	-1%	-$10K	0.01%	1290
2024 Q4	$738K	Sell	14,652 -604	-4%	-$32.4K	0.01%	1201
2024 Q3	$821K	Sell	15,256 -53,979	-78%	-$2.74M	0.01%	1143
2024 Q2	$3.12M	Sell	69,235 -3,122	-4%	-$138K	0.03%	462
2024 Q1	$3.27M	Sell	72,357 -25,591	-26%	-$1.09M	0.04%	446
2023 Q4	$4.01M	Sell	97,948 -6,469	-6%	-$246K	0.05%	358
2023 Q3	$3.62M	Buy	104,417 +9,644	+10%	+$297K	0.04%	383
2023 Q2	$2.67M	Buy	94,773 +23,868	+34%	+$634K	0.03%	518
2023 Q1	$1.97M	Buy	70,905 +30,872	+77%	+$917K	0.02%	595
2022 Q4	$1.14M	Sell	40,033 -351	-0.9%	-$9.98K	0.02%	690
2022 Q3	$1.07M	Sell	40,384 -299	-0.7%	-$9.92K	0.02%	680
2022 Q2	$1.41M	Buy	40,683 +2,874	+8%	+$104K	0.03%	619
2022 Q1	$1.4M	Sell	37,809 -3,870	-9%	-$156K	0.02%	670
2021 Q4	$1.75M	Buy	41,679 +20,536	+97%	+$823K	0.03%	622
2021 Q3	$930K	Hold	21,143	–	–	0.01%	797
2021 Q2	$930K	Buy	+21,143	New	+$916K	0.01%	852

Other funds holding HNI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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