EWA
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EverSource Wealth Advisors’s HNI Corp HNI Stock Holding History

EverSource Wealth Advisors’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 		$13.6K Sell
406
-130
-24% -$5.76K ﹤0.01% 2750
2025
Q4 		$22.5K Buy
536
+123
+30% +$5.2K ﹤0.01% 2307
2025
Q3 		$19.3K Sell
413
-54
-12% -$2.56K ﹤0.01% 2382
2025
Q2 		$23K Buy
467
+420
+894% +$19K ﹤0.01% 2192
2025
Q1 		$2.08K Buy
47
+21
+81% +$993 ﹤0.01% 2910
2024
Q4 		$1.31K Buy
26
+14
+117% +$751 ﹤0.01% 2878
2024
Q3 		$646 Buy
+12
New +$609 ﹤0.01% 2813
2022
Q3 		– Sell
-471
Closed -$17K – 2029
2022
Q2 		$17K Buy
471
+320
+212% +$11.6K ﹤0.01% 872
2022
Q1 		$6K Hold
151
– – ﹤0.01% 1179
2021
Q4 		$6K Buy
+151
New +$6.05K ﹤0.01% 1180

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return