JWA
HNI icon

JFS Wealth Advisors’s HNI Corp HNI Stock Holding History

JFS 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
Q2 		$31.6K Buy
782
+29
+4% +$987 ﹤0.01% 640
2026
Q1 		$25.1K Buy
753
+6
+0.8% +$266 ﹤0.01% 684
2025
Q4 		$31.4K Buy
747
+736
+6,691% +$31.1K ﹤0.01% 631
2025
Q3 		$516 Buy
11
+8
+267% +$379 ﹤0.01% 1756
2025
Q2 		$148 Buy
3
+1
+50% +$45 ﹤0.01% 1793
2025
Q1 		$89 Hold
2
– – ﹤0.01% 1877
2024
Q4 		$101 Hold
2
– – ﹤0.01% 1887
2024
Q3 		$108 Sell
2
-2
-50% -$102 ﹤0.01% 1899
2024
Q2 		$181 Hold
4
– – ﹤0.01% 1899
2024
Q1 		$181 Hold
4
– – ﹤0.01% 1901
2023
Q4 		$168 Buy
4
+2
+100% +$76 ﹤0.01% 1918
2023
Q3 		$70 Hold
2
– – ﹤0.01% 1920
2023
Q2 		$57 Hold
2
– – ﹤0.01% 1947
2023
Q1 		$56 Sell
2
-1
-33% -$30 ﹤0.01% 1918
2022
Q4 		$85 Buy
+3
New +$85 ﹤0.01% 1892
2022
Q3 		– Sell
-3
Closed – – 1808
2022
Q2 		$0 Buy
3
+1
+50% +$36 ﹤0.01% 1824
2022
Q1 		$0 Buy
2
+1
+100% +$40 ﹤0.01% 1881
2021
Q4 		$0 Buy
+1
New +$40 ﹤0.01% 1780

Other funds holding HNI

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return