Jones Financial Companies
HNI icon

Jones Financial Companies’s HNI Corp HNI Stock Holding History

Jones Financial Companies’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 		$4.37K Buy
127
+48
+61% +$2.13K ﹤0.01% 3892
2025
Q4 		$3.32K Sell
79
-55
-41% -$2.32K ﹤0.01% 3666
2025
Q3 		$6.18K Hold
134
– – ﹤0.01% 3283
2025
Q2 		$6.65K Buy
134
+15
+13% +$679 ﹤0.01% 3037
2025
Q1 		$5.32K Hold
119
– – ﹤0.01% 2941
2024
Q4 		$5.99K Hold
119
– – ﹤0.01% 2702
2024
Q3 		$6.25K Buy
+119
New +$6.04K ﹤0.01% 2381

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

Jones Financial Companies's HNI Position: Q1 2026 in Review

Jones Financial Companies increased its HNI Corp (HNI) stake by 61% in Q1 2026, buying an estimated $2.13K and bringing the position to 127 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Jones Financial Companies first reported a position in HNI in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.65K in Q2 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Jones Financial Companies held 127 shares of HNI Corp worth $4.37K as of Q1 2026.
  • Jones Financial Companies bought 48 HNI Corp shares in Q1 2026, an estimated $2.13K.
  • HNI Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3892 holding.
  • Jones Financial Companies first reported a position in HNI Corp in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's HNI Corp position peaked at $6.65K in Q2 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.