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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
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 +$8.27K ﹤0.01% 1465

Other funds holding HNI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's HNI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its HNI Corp (HNI) stake by 40% in Q2 2026, selling an estimated $29.3K and leaving 1,296 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #1248.

Pinnacle Wealth Planning Services first reported a position in HNI in Q4 2020 and has held it in 4 quarters since. The position peaked at $72K in Q1 2026. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,296 shares of HNI Corp worth $52.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 860 HNI Corp shares in Q2 2026, an estimated $29.3K.
  • HNI Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1248 holding.
  • Pinnacle Wealth Planning Services first reported a position in HNI Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's HNI Corp position peaked at $72K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.