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IFP Advisors’s HNI Corp HNI Stock Holding History

IFP 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 		$20.6K Sell
616
-2
-0.3% -$89 ﹤0.01% 2763
2025
Q4 		$26K Buy
618
+573
+1,273% +$24.2K ﹤0.01% 2589
2025
Q3 		$2.11K Buy
45
+32
+246% +$1.51K ﹤0.01% 3670
2025
Q2 		$2.8K Buy
+13
New +$589 ﹤0.01% 3729
2025
Q1 		– Hold
0
– – – 3638
2024
Q4 		– Hold
0
– – – 3630
2019
Q1 		– Sell
-15
Closed -$1K – 2805
2018
Q4 		$1K Buy
+15
New +$569 ﹤0.01% 3316

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

IFP Advisors's HNI Position: Q1 2026 in Review

IFP Advisors reduced its HNI Corp (HNI) stake by 0.32% in Q1 2026, selling an estimated $89 and leaving 616 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

IFP Advisors first reported a position in HNI in Q4 2018 and has held it in 5 quarters since. The position peaked at $26K in Q4 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • IFP Advisors held 616 shares of HNI Corp worth $20.6K as of Q1 2026.
  • IFP Advisors sold 2 HNI Corp shares in Q1 2026, an estimated $89.
  • HNI Corp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2763 holding.
  • IFP Advisors first reported a position in HNI Corp in Q4 2018 and has held it in 5 quarters since.
  • IFP Advisors's HNI Corp position peaked at $26K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.