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Essential Partners’s HNI Corp HNI Stock Holding History

Essential Partners’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
Q3 		$227 Hold
5
– – ﹤0.01% 2573
2026
Q2 		$202 Hold
5
– – ﹤0.01% 2634
2026
Q1 		$167 Sell
5
-86
-95% -$3.81K ﹤0.01% 2644
2025
Q4 		$3.83K Buy
91
+15
+20% +$634 ﹤0.01% 1539
2025
Q3 		$3.56K Buy
+76
New +$3.6K ﹤0.01% 1561

Other funds holding HNI

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's HNI Position: Q3 2026 in Review

Essential Partners held its HNI Corp (HNI) position steady in Q3 2026 at 5 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Essential Partners first reported a position in HNI in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.83K in Q4 2025. 22 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

  • Essential Partners held 5 shares of HNI Corp worth $227 as of Q3 2026.
  • Essential Partners left its HNI Corp share count unchanged in Q3 2026.
  • HNI Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2573 holding.
  • Essential Partners first reported a position in HNI Corp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's HNI Corp position peaked at $3.83K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.