Twin Peaks Wealth Advisors’s HNI Corp HNI Stock Holding History

Twin Peaks Wealth Advisors’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	-65	Closed	-$2.17K	–	1091
2026 Q1	$2.17K	Buy	+65	New	+$2.88K	﹤0.01%	1685
2025 Q3	–	Sell	-30	Closed	-$1.34K	–	1025
2025 Q2	$1.34K	Buy	+30	New	+$1.36K	﹤0.01%	1719

Other funds holding HNI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Twin Peaks Wealth Advisors's HNI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of HNI Corp (HNI) in Q2 2026, closing a stake of 65 shares — an estimated $2.17K sold.

Twin Peaks Wealth Advisors first reported a position in HNI in Q2 2025 and held it in 2 quarters. The position peaked at $2.17K in Q1 2026. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining HNI Corp position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 65 HNI Corp shares in Q2 2026, an estimated $2.17K.
Twin Peaks Wealth Advisors first reported a position in HNI Corp in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's HNI Corp position peaked at $2.17K in Q1 2026.
274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.