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Root Financial Partners’s HNI Corp HNI Stock Holding History

Root Financial Partners’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 		$3.41K Buy
102
+29
+40% +$1.28K ﹤0.01% 2096
2025
Q4 		$3.07K Sell
73
-19
-21% -$803 ﹤0.01% 1896
2025
Q3 		$4.31K Buy
+92
New +$4.36K ﹤0.01% 1779

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

Root Financial Partners's HNI Position: Q1 2026 in Review

Root Financial Partners increased its HNI Corp (HNI) stake by 40% in Q1 2026, buying an estimated $1.28K and bringing the position to 102 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Root Financial Partners first reported a position in HNI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.31K in Q3 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Root Financial Partners held 102 shares of HNI Corp worth $3.41K as of Q1 2026.
  • Root Financial Partners bought 29 HNI Corp shares in Q1 2026, an estimated $1.28K.
  • HNI Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2096 holding.
  • Root Financial Partners first reported a position in HNI Corp in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's HNI Corp position peaked at $4.31K in Q3 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.