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Bullock Wealth Management’s HNI Corp HNI Stock Holding History

Bullock 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 		$316 Hold
8
– – ﹤0.01% 595
2026
Q1 		$257 Hold
8
– – ﹤0.01% 613
2025
Q4 		$321 Hold
8
– – ﹤0.01% 593
2025
Q3 		$353 Hold
8
– – ﹤0.01% 607
2025
Q2 		$385 Buy
8
+1
+14% +$45 ﹤0.01% 572
2025
Q1 		$334 Hold
7
– – ﹤0.01% 564
2024
Q4 		$373 Hold
7
– – ﹤0.01% 589
2024
Q3 		$393 Hold
7
– – ﹤0.01% 556
2024
Q2 		$330 Hold
7
– – ﹤0.01% 552
2024
Q1 		$321 Buy
+7
New +$297 ﹤0.01% 551

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's HNI Position: Q2 2026 in Review

Bullock Wealth Management held its HNI Corp (HNI) position steady in Q2 2026 at 8 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Bullock Wealth Management first reported a position in HNI in Q1 2024 and has held it in 10 quarters since. The position peaked at $393 in Q3 2024. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Bullock Wealth Management held 8 shares of HNI Corp worth $316 as of Q2 2026.
  • Bullock Wealth Management left its HNI Corp share count unchanged in Q2 2026.
  • HNI Corp made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Bullock Wealth Management first reported a position in HNI Corp in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's HNI Corp position peaked at $393 in Q3 2024.
  • 274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.