ET
HNI icon

Equitable Trust’s HNI Corp HNI Stock Holding History

Equitable Trust’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 		$416K Sell
10,293
-720
-7% -$24.5K 0.02% 345
2026
Q1 		$368K Sell
11,013
-1,076
-9% -$47.7K 0.02% 372
2025
Q4 		$508K Buy
12,089
+4,569
+61% +$193K 0.02% 315
2025
Q3 		$352K Buy
7,520
+1,380
+22% +$65.4K 0.02% 368
2025
Q2 		$302K Buy
6,140
+189
+3% +$8.56K 0.02% 376
2025
Q1 		$264K Sell
5,951
-687
-10% -$32.5K 0.01% 425
2024
Q4 		$334K Hold
6,638
– – 0.02% 399
2024
Q3 		$357K Sell
6,638
-714
-10% -$36.2K 0.02% 369
2024
Q2 		$331K Hold
7,352
– – 0.02% 365
2024
Q1 		$332K Hold
7,352
– – 0.02% 364
2023
Q4 		$308K Buy
7,352
+486
+7% +$18.5K 0.02% 352
2023
Q3 		$238K Buy
+6,866
New +$211K 0.02% 374

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

Equitable Trust's HNI Position: Q2 2026 in Review

Equitable Trust reduced its HNI Corp (HNI) stake by 6.5% in Q2 2026, selling an estimated $24.5K and leaving 10,293 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #345.

Equitable Trust first reported a position in HNI in Q3 2023 and has held it in 12 quarters since. The position peaked at $508K in Q4 2025. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Equitable Trust held 10,293 shares of HNI Corp worth $416K as of Q2 2026.
  • Equitable Trust sold 720 HNI Corp shares in Q2 2026, an estimated $24.5K.
  • HNI Corp made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #345 holding.
  • Equitable Trust first reported a position in HNI Corp in Q3 2023 and has held it in 12 quarters since.
  • Equitable Trust's HNI Corp position peaked at $508K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.