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Empowered Funds’s Hennessy Advisors HNNA Stock Holding History

Empowered Funds’s Portfolio HNNA Stock Details HNNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$168K Buy
16,551
+1,540
+10% +$15.4K ﹤0.01% 2052
2026
Q1 		$146K Buy
+15,011
New +$149K ﹤0.01% 2052
2025
Q4 		– Sell
-11,514
Closed -$121K – 1396
2025
Q3 		$121K Buy
11,514
+1,454
+14% +$17.2K ﹤0.01% 1779
2025
Q2 		$127K Buy
+10,060
New +$107K ﹤0.01% 1696

Other funds holding HNNA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Empowered Funds's HNNA Position: Q2 2026 in Review

Empowered Funds increased its Hennessy Advisors (HNNA) stake by 10% in Q2 2026, buying an estimated $15.4K and bringing the position to 16,551 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Empowered Funds first reported a position in HNNA in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold HNNA as of Q2 2026.

  • Empowered Funds held 16,551 shares of Hennessy Advisors worth $168K as of Q2 2026.
  • Empowered Funds bought 1,540 Hennessy Advisors shares in Q2 2026, an estimated $15.4K.
  • Hennessy Advisors made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #2052 holding.
  • Empowered Funds first reported a position in Hennessy Advisors in Q2 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Hennessy Advisors as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.