Root Financial Partners
HNI icon

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
Q3 		$3.22K Buy
+71
New +$3.24K ﹤0.01% 2411
2026
Q2 		– Sell
-102
Closed -$3.41K – 1631
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 $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

Root Financial Partners's HNI Position: Q3 2026 in Review

Root Financial Partners opened a new position in HNI Corp (HNI) in Q3 2026: 71 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #2411 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HNI as recently as Q1 2026.

Root Financial Partners first reported a position in HNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.31K in Q3 2025. 247 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

  • Root Financial Partners held 71 shares of HNI Corp worth $3.22K as of Q3 2026.
  • HNI Corp was a new Root Financial Partners position in Q3 2026.
  • HNI Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2411 holding.
  • Root Financial Partners first reported a position in HNI Corp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's HNI Corp position peaked at $4.31K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.