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JPL Wealth Management’s HNI Corp HNI Stock Holding History

JPL Wealth Management’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 		$201 Buy
+6
New +$266 ﹤0.01% 1414
2025
Q4 		– Sell
-5
Closed -$235 – 563
2025
Q3 		$235 Buy
+5
New +$237 ﹤0.01% 1135

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

JPL Wealth Management's HNI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in HNI Corp (HNI) in Q1 2026: 6 shares worth $201. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in HNI as recently as Q3 2025.

JPL Wealth Management first reported a position in HNI in Q3 2025 and has held it in 2 quarters since. The position peaked at $235 in Q3 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • JPL Wealth Management held 6 shares of HNI Corp worth $201 as of Q1 2026.
  • HNI Corp was a new JPL Wealth Management position in Q1 2026.
  • HNI Corp made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1414 holding.
  • JPL Wealth Management first reported a position in HNI Corp in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's HNI Corp position peaked at $235 in Q3 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.