Evergreen Capital Management’s HNI Corp HNI Stock Holding History

Evergreen Capital 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	$276K	Sell	6,835 -1,191	-15%	-$40.5K	﹤0.01%	1265
2026 Q1	$268K	Sell	8,026 -3,206	-29%	-$142K	0.01%	1199
2025 Q4	$472K	Buy	11,232 +3,582	+47%	+$151K	0.01%	780
2025 Q3	$358K	Hold	7,650	–	–	0.01%	850
2025 Q2	$376K	Sell	7,650 -383	-5%	-$17.3K	0.01%	697
2025 Q1	$356K	Buy	8,033 +325	+4%	+$15.4K	0.01%	658
2024 Q4	$388K	Sell	7,708 -15	-0.2%	-$805	0.01%	610
2024 Q3	$416K	Buy	7,723 +335	+5%	+$17K	0.01%	578
2024 Q2	$333K	Hold	7,388	–	–	0.01%	623
2024 Q1	$333K	Sell	7,388 -32	-0.4%	-$1.36K	0.01%	593
2023 Q4	$310K	Hold	7,420	–	–	0.01%	578
2023 Q3	$257K	Hold	7,420	–	–	0.01%	617
2023 Q2	$209K	Buy	+7,420	New	+$197K	0.01%	711

Other funds holding HNI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Evergreen Capital Management's HNI Position: Q2 2026 in Review

Evergreen Capital Management reduced its HNI Corp (HNI) stake by 15% in Q2 2026, selling an estimated $40.5K and leaving 6,835 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Evergreen Capital Management first reported a position in HNI in Q2 2023 and has held it in 13 quarters since. The position peaked at $472K in Q4 2025. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

Evergreen Capital Management held 6,835 shares of HNI Corp worth $276K as of Q2 2026.
Evergreen Capital Management sold 1,191 HNI Corp shares in Q2 2026, an estimated $40.5K.
HNI Corp made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1265 holding.
Evergreen Capital Management first reported a position in HNI Corp in Q2 2023 and has held it in 13 quarters since.
Evergreen Capital Management's HNI Corp position peaked at $472K in Q4 2025.
275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.