Larson Financial Group’s HNI Corp HNI Stock Holding History

Larson Financial Group’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 Q3	$1.29M	Hold	28,552	–	–	0.03%	319
2026 Q2	$1.15M	Hold	28,552	–	–	0.03%	337
2026 Q1	$953K	Sell	28,552 -8	-0%	-$354	0.03%	331
2025 Q4	$1.2M	Buy	28,560 +8	+0%	+$338	0.04%	293
2025 Q3	$1.34M	Sell	28,552 -5	-0%	-$237	0.05%	275
2025 Q2	$1.4M	Sell	28,557 -10,001	-26%	-$453K	0.06%	255
2025 Q1	$1.71M	Buy	38,558 +10,000	+35%	+$473K	0.08%	207
2024 Q4	$1.44M	Hold	28,558	–	–	0.07%	205
2024 Q3	$1.54M	Hold	28,558	–	–	0.09%	190
2024 Q2	$1.29M	Buy	+28,558	New	+$1.26M	0.09%	178

Other funds holding HNI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Larson Financial Group's HNI Position: Q3 2026 in Review

Larson Financial Group held its HNI Corp (HNI) position steady in Q3 2026 at 28,552 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #319.

Larson Financial Group first reported a position in HNI in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q1 2025. 171 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

Larson Financial Group held 28,552 shares of HNI Corp worth $1.29M as of Q3 2026.
Larson Financial Group left its HNI Corp share count unchanged in Q3 2026.
HNI Corp made up 0.03% of Larson Financial Group's portfolio in Q3 2026, its #319 holding.
Larson Financial Group first reported a position in HNI Corp in Q2 2024 and has held it in 10 quarters since.
Larson Financial Group's HNI Corp position peaked at $1.71M in Q1 2025.
171 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.