JWA
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JFS Wealth Advisors's HNI Position: Q2 2026 in Review

JFS Wealth Advisors increased its HNI Corp (HNI) stake by 3.9% in Q2 2026, buying an estimated $987 and bringing the position to 782 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

JFS Wealth Advisors first reported a position in HNI in Q4 2021 and has held it in 18 quarters since. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • JFS Wealth Advisors held 782 shares of HNI Corp worth $31.6K as of Q2 2026.
  • JFS Wealth Advisors bought 29 HNI Corp shares in Q2 2026, an estimated $987.
  • HNI Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #640 holding.
  • JFS Wealth Advisors first reported a position in HNI Corp in Q4 2021 and has held it in 18 quarters since.
  • 274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.