Mackenzie Financial’s HNI Corp HNI Stock Holding History

Mackenzie Financial’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	–	Sell	-41,827	Closed	-$1.77M	–	1567
2025 Q4	$1.77M	Buy	41,827 +11,395	+37%	+$481K	﹤0.01%	909
2025 Q3	$1.43M	Sell	30,432 -2,863	-9%	-$136K	﹤0.01%	953
2025 Q2	$1.64M	Buy	33,295 +4,413	+15%	+$200K	﹤0.01%	864
2025 Q1	$1.28M	Sell	28,882 -2,271	-7%	-$107K	﹤0.01%	911
2024 Q4	$1.57M	Buy	31,153 +8,620	+38%	+$462K	﹤0.01%	840
2024 Q3	$1.21M	Buy	22,533 +809	+4%	+$41.1K	﹤0.01%	832
2024 Q2	$978K	Sell	21,724 -6,137	-22%	-$271K	﹤0.01%	856
2024 Q1	$1.26M	Buy	+27,861	New	+$1.18M	﹤0.01%	831
2015 Q3	–	Sell	-15,500	Closed	-$793K	–	808
2015 Q2	$793K	Hold	15,500	–	–	﹤0.01%	602
2015 Q1	$855K	Sell	15,500 -400	-3%	-$20.5K	﹤0.01%	574
2014 Q4	$812K	Buy	+15,900	New	+$717K	﹤0.01%	571

Other funds holding HNI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mackenzie Financial's HNI Position: Q1 2026 in Review

Mackenzie Financial sold out of HNI Corp (HNI) in Q1 2026, closing a stake of 41,827 shares — an estimated $1.77M sold.

Mackenzie Financial first reported a position in HNI in Q4 2014 and held it in 11 quarters. The position peaked at $1.77M in Q4 2025. 284 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

Mackenzie Financial reported no remaining HNI Corp position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 41,827 HNI Corp shares in Q1 2026, an estimated $1.77M.
Mackenzie Financial first reported a position in HNI Corp in Q4 2014 and held it in 11 quarters.
Mackenzie Financial's HNI Corp position peaked at $1.77M in Q4 2025.
284 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.