Lindbrook Capital’s HNI Corp HNI Stock Holding History

Lindbrook Capital’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
2025 Q1	$798	Sell	18 -12	-40%	-$568	﹤0.01%	2519
2024 Q4	$1.51K	Buy	30 +12	+67%	+$644	﹤0.01%	2384
2024 Q3	$969	Hold	18	–	–	﹤0.01%	2511
2024 Q2	$810	Hold	18	–	–	﹤0.01%	2520
2024 Q1	$812	Hold	18	–	–	﹤0.01%	2452
2023 Q4	$753	Hold	18	–	–	﹤0.01%	2526
2023 Q3	$623	Hold	18	–	–	﹤0.01%	2485
2023 Q2	$507	Sell	18 -55	-75%	-$1.46K	﹤0.01%	2512
2023 Q1	$2.03K	Buy	73 +46	+170%	+$1.37K	﹤0.01%	2240
2022 Q4	$768	Sell	27 -24	-47%	-$683	﹤0.01%	2515
2022 Q3	$1K	Buy	51 +32	+168%	+$1.06K	﹤0.01%	2348
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	2259
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	2253
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	1930
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	1728
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	1772
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	1732
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	1623
2020 Q3	$1K	Buy	+19	New	+$585	﹤0.01%	1565
2020 Q2	–	Sell	-40	Closed	-$1K	–	1782
2020 Q1	$1K	Buy	+40	New	+$1.33K	﹤0.01%	1467

Other funds holding HNI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lindbrook Capital's HNI Position: Q1 2025 in Review

Lindbrook Capital reduced its HNI Corp (HNI) stake by 40% in Q1 2025, selling an estimated $568 and leaving 18 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Lindbrook Capital first reported a position in HNI in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.03K in Q1 2023. 250 funds tracked by Wall St. Rank hold HNI as of Q1 2025.

Lindbrook Capital held 18 shares of HNI Corp worth $798 as of Q1 2025.
Lindbrook Capital sold 12 HNI Corp shares in Q1 2025, an estimated $568.
HNI Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2519 holding.
Lindbrook Capital first reported a position in HNI Corp in Q1 2020 and has held it in 20 quarters since.
Lindbrook Capital's HNI Corp position peaked at $2.03K in Q1 2023.
250 funds tracked by Wall St. Rank held HNI Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.