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S.A. Mason’s HNI Corp HNI Stock Holding History

S.A. Mason’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 		$2.83M Sell
62,484
-13,492
-18% -$616K 0.83% 26
2026
Q2 		$3.07M Buy
+75,976
New +$2.59M 0.94% 23

Other funds holding HNI

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

S.A. Mason's HNI Position: Q3 2026 in Review

S.A. Mason reduced its HNI Corp (HNI) stake by 18% in Q3 2026, selling an estimated $616K and leaving 62,484 shares worth $2.83M. The position accounts for 0.83% of the portfolio, ranked #26.

S.A. Mason first reported a position in HNI in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.07M in Q2 2026. 21 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

  • S.A. Mason held 62,484 shares of HNI Corp worth $2.83M as of Q3 2026.
  • S.A. Mason sold 13,492 HNI Corp shares in Q3 2026, an estimated $616K.
  • HNI Corp made up 0.83% of S.A. Mason's portfolio in Q3 2026, its #26 holding.
  • S.A. Mason first reported a position in HNI Corp in Q2 2026 and has held it in 2 quarters since.
  • S.A. Mason's HNI Corp position peaked at $3.07M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.