PWPS
HNI icon

Pinnacle Wealth Planning Services’s HNI Corp HNI Stock Holding History

Pinnacle Wealth Planning Services’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 		$72K Buy
2,156
+1,446
+204% +$64K 0.01% 999
2025
Q4 		$29.8K Buy
+710
New +$30K ﹤0.01% 1522
2021
Q1 		– Sell
-230
Closed -$8K – 1049
2020
Q4 		$8K Buy
+230
New +$8.27K ﹤0.01% 1465

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

Pinnacle Wealth Planning Services's HNI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its HNI Corp (HNI) stake by 204% in Q1 2026, buying an estimated $64K and bringing the position to 2,156 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #999.

Pinnacle Wealth Planning Services first reported a position in HNI in Q4 2020 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,156 shares of HNI Corp worth $72K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,446 HNI Corp shares in Q1 2026, an estimated $64K.
  • HNI Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #999 holding.
  • Pinnacle Wealth Planning Services first reported a position in HNI Corp in Q4 2020 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.