Summit Securities Group’s HNI Corp HNI Stock Holding History

Summit Securities Group’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
2025 Q3	–	Sell	-774	Closed	-$38.1K	–	1171
2025 Q2	$38.1K	Buy	+774	New	+$35K	0.01%	573

Other funds holding HNI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's HNI Position: Q3 2025 in Review

Summit Securities Group sold out of HNI Corp (HNI) in Q3 2025, closing a stake of 774 shares — an estimated $38.1K sold.

Summit Securities Group first reported a position in HNI in Q2 2025 and held it in 1 quarter. The position peaked at $38.1K in Q2 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q3 2025.

Summit Securities Group reported no remaining HNI Corp position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 774 HNI Corp shares in Q3 2025, an estimated $38.1K.
Summit Securities Group first reported a position in HNI Corp in Q2 2025 and held it in 1 quarter.
Summit Securities Group's HNI Corp position peaked at $38.1K in Q2 2025.
282 funds tracked by Wall St. Rank held HNI Corp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.