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Oxford Financial Group’s HNI Corp HNI Stock Holding History

Oxford 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
Q1 		$2.11M Buy
63,315
+28,309
+81% +$1.25M 0.11% 60
2025
Q4 		$1.47M Buy
35,006
+280
+0.8% +$11.8K 0.08% 66
2025
Q3 		$1.63M Buy
34,726
+256
+0.7% +$12.1K 0.09% 68
2025
Q2 		$1.7M Buy
34,470
+235
+0.7% +$10.6K 0.1% 59
2025
Q1 		$1.52M Buy
34,235
+243
+0.7% +$11.5K 0.11% 59
2024
Q4 		$1.71M Buy
33,992
+193
+0.6% +$10.4K 0.11% 61
2024
Q3 		$1.82M Buy
33,799
+200
+0.6% +$10.2K 0.12% 60
2024
Q2 		$1.51M Buy
33,599
+256
+0.8% +$11.3K 0.1% 71
2024
Q1 		$1.5M Sell
33,343
-18,524
-36% -$786K 0.1% 60
2023
Q4 		$2.17M Buy
51,867
+19,032
+58% +$725K 0.16% 48
2023
Q3 		$1.14M Buy
+32,835
New +$1.01M 0.1% 70

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

Oxford Financial Group's HNI Position: Q1 2026 in Review

Oxford Financial Group increased its HNI Corp (HNI) stake by 81% in Q1 2026, buying an estimated $1.25M and bringing the position to 63,315 shares worth $2.11M. The position accounts for 0.11% of the portfolio, ranked #60.

Oxford Financial Group first reported a position in HNI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q4 2023. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Oxford Financial Group held 63,315 shares of HNI Corp worth $2.11M as of Q1 2026.
  • Oxford Financial Group bought 28,309 HNI Corp shares in Q1 2026, an estimated $1.25M.
  • HNI Corp made up 0.11% of Oxford Financial Group's portfolio in Q1 2026, its #60 holding.
  • Oxford Financial Group first reported a position in HNI Corp in Q3 2023 and has held it in 11 quarters since.
  • Oxford Financial Group's HNI Corp position peaked at $2.17M in Q4 2023.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.