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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
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 $6.73T 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

Root Financial Partners's HNI Position: Q2 2026 in Review

Root Financial Partners sold out of HNI Corp (HNI) in Q2 2026, closing a stake of 102 shares — an estimated $3.41K sold.

Root Financial Partners first reported a position in HNI in Q3 2025 and held it in 3 quarters. The position peaked at $4.31K in Q3 2025. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Root Financial Partners reported no remaining HNI Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 102 HNI Corp shares in Q2 2026, an estimated $3.41K.
  • Root Financial Partners first reported a position in HNI Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HNI Corp position peaked at $4.31K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.