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Steward Partners Investment Advisory’s HNI Corp HNI Stock Holding History

Steward Partners Investment Advisory’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 		$93K Hold
2,786
– – ﹤0.01% 2411
2025
Q4 		$117K Hold
2,786
– – ﹤0.01% 2214
2025
Q3 		$131K Hold
2,786
– – ﹤0.01% 2081
2025
Q2 		$137K Hold
2,786
– – ﹤0.01% 1937
2025
Q1 		$124K Hold
2,786
– – ﹤0.01% 1898
2024
Q4 		$140K Hold
2,786
– – ﹤0.01% 1802
2024
Q3 		$150K Buy
+2,786
New +$141K ﹤0.01% 1663

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

Steward Partners Investment Advisory's HNI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its HNI Corp (HNI) position steady in Q1 2026 at 2,786 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Steward Partners Investment Advisory first reported a position in HNI in Q3 2024 and has held it in 7 quarters since. The position peaked at $150K in Q3 2024. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Steward Partners Investment Advisory held 2,786 shares of HNI Corp worth $93K as of Q1 2026.
  • Steward Partners Investment Advisory left its HNI Corp share count unchanged in Q1 2026.
  • HNI Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2411 holding.
  • Steward Partners Investment Advisory first reported a position in HNI Corp in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's HNI Corp position peaked at $150K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.