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Dogwood Wealth Management’s HNI Corp HNI Stock Holding History

Dogwood 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
Q1 		– Sell
-172
Closed -$7.23K – 885
2025
Q4 		$7.23K Buy
+172
New +$7.26K ﹤0.01% 353
2025
Q3 		– Sell
-118
Closed -$6.04K – 773
2025
Q2 		$6.04K Buy
+118
New +$5.34K ﹤0.01% 386

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

Dogwood Wealth Management's HNI Position: Q1 2026 in Review

Dogwood Wealth Management sold out of HNI Corp (HNI) in Q1 2026, closing a stake of 172 shares — an estimated $7.23K sold.

Dogwood Wealth Management first reported a position in HNI in Q2 2025 and held it in 2 quarters. The position peaked at $7.23K in Q4 2025. 284 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Dogwood Wealth Management reported no remaining HNI Corp position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 172 HNI Corp shares in Q1 2026, an estimated $7.23K.
  • Dogwood Wealth Management first reported a position in HNI Corp in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's HNI Corp position peaked at $7.23K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.