Mount Yale Investment Advisors’s HNI Corp HNI Stock Holding History

Mount Yale Investment Advisors’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 Q2	$369K	Buy	+9,127	New	+$311K	0.01%	902

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Mount Yale Investment Advisors's HNI Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in HNI Corp (HNI) in Q2 2026: 9,127 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #902 among its holdings.

274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

Mount Yale Investment Advisors held 9,127 shares of HNI Corp worth $369K as of Q2 2026.
HNI Corp was a new Mount Yale Investment Advisors position in Q2 2026.
HNI Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #902 holding.
274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.