Fortitude Family Office’s HNI Corp HNI Stock Holding History

Fortitude Family Office’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	$38.9K	Buy	+859	New	+$39.2K	0.01%	552
2026 Q2	–	Sell	-9	Closed	-$301	–	2317
2026 Q1	$301	Buy	9 +6	+200%	+$266	﹤0.01%	1823
2025 Q4	$126	Sell	3 -1	-25%	-$42	﹤0.01%	1886
2025 Q3	$187	Hold	4	–	–	﹤0.01%	1928
2025 Q2	$197	Buy	+4	New	+$181	﹤0.01%	1962

Other funds holding HNI

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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

Fortitude Family Office's HNI Position: Q3 2026 in Review

Fortitude Family Office opened a new position in HNI Corp (HNI) in Q3 2026: 859 shares worth $38.9K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HNI as recently as Q1 2026.

Fortitude Family Office first reported a position in HNI in Q2 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

Fortitude Family Office held 859 shares of HNI Corp worth $38.9K as of Q3 2026.
HNI Corp was a new Fortitude Family Office position in Q3 2026.
HNI Corp made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #552 holding.
Fortitude Family Office first reported a position in HNI Corp in Q2 2025 and has held it in 5 quarters since.
27 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.