Pinnacle Wealth Planning Services
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
Q3 		$62.5K Buy
1,380
+84
+6% +$3.84K 0.01% 1132
2026
Q2 		$52.4K Sell
1,296
-860
-40% -$29.3K 0.01% 1248
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 +$8.26K ﹤0.01% 1465

Other funds holding HNI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's HNI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its HNI Corp (HNI) stake by 6.5% in Q3 2026, buying an estimated $3.84K and bringing the position to 1,380 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #1132.

Pinnacle Wealth Planning Services first reported a position in HNI in Q4 2020 and has held it in 5 quarters since. The position peaked at $72K in Q1 2026. 247 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,380 shares of HNI Corp worth $62.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 84 HNI Corp shares in Q3 2026, an estimated $3.84K.
  • HNI Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1132 holding.
  • Pinnacle Wealth Planning Services first reported a position in HNI Corp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's HNI Corp position peaked at $72K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.