Janney Montgomery Scott
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Janney Montgomery Scott’s HNI Corp HNI Stock Holding History

Janney Montgomery Scott’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 		– Sell
-5,423
Closed -$228K – 2889
2025
Q4 		$228K Sell
5,423
-3,172
-37% -$134K ﹤0.01% 2739
2025
Q3 		$403K Buy
+8,595
New +$407K ﹤0.01% 2293
2019
Q2 		– Sell
-6,234
Closed -$226K – 2068
2019
Q1 		$226K Sell
6,234
-550
-8% -$21.2K ﹤0.01% 1802
2018
Q4 		$240K Sell
6,784
-1,112
-14% -$42.2K ﹤0.01% 1678
2018
Q3 		$349K Sell
7,896
-288
-4% -$12.2K ﹤0.01% 1616
2018
Q2 		$304K Buy
8,184
+888
+12% +$32.4K ﹤0.01% 1642
2018
Q1 		$263K Sell
7,296
-30
-0.4% -$1.15K ﹤0.01% 1673
2017
Q4 		$283K Buy
+7,326
New +$268K ﹤0.01% 1619

Other funds holding HNI

BlackRock
BlackRock New York $5.7T 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