VFA
HNI icon

Valeo Financial Advisors’s HNI Corp HNI Stock Holding History

Valeo Financial 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 		$325K Sell
8,045
-719
-8% -$24.5K 0.01% 600
2026
Q1 		$293K Sell
8,764
-125
-1% -$5.54K 0.01% 558
2025
Q4 		$374K Sell
8,889
-541
-6% -$22.9K 0.01% 548
2025
Q3 		$442K Sell
9,430
-1,107
-11% -$52.4K 0.01% 494
2025
Q2 		$518K Buy
10,537
+205
+2% +$9.28K 0.01% 445
2025
Q1 		$458K Buy
10,332
+11
+0.1% +$520 0.01% 433
2024
Q4 		$520K Sell
10,321
-2,752
-21% -$148K 0.01% 401
2024
Q3 		$704K Sell
13,073
-46
-0.4% -$2.33K 0.02% 330
2024
Q2 		$591K Sell
13,119
-4
-0% -$177 0.02% 344
2024
Q1 		$561K Sell
13,123
-105
-0.8% -$4.45K 0.02% 342
2023
Q4 		$553K Sell
13,228
-148
-1% -$5.63K 0.02% 329
2023
Q3 		$463K Buy
+13,376
New +$412K 0.02% 354

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

Valeo Financial Advisors's HNI Position: Q2 2026 in Review

Valeo Financial Advisors reduced its HNI Corp (HNI) stake by 8.2% in Q2 2026, selling an estimated $24.5K and leaving 8,045 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #600.

Valeo Financial Advisors first reported a position in HNI in Q3 2023 and has held it in 12 quarters since. The position peaked at $704K in Q3 2024. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Valeo Financial Advisors held 8,045 shares of HNI Corp worth $325K as of Q2 2026.
  • Valeo Financial Advisors sold 719 HNI Corp shares in Q2 2026, an estimated $24.5K.
  • HNI Corp made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #600 holding.
  • Valeo Financial Advisors first reported a position in HNI Corp in Q3 2023 and has held it in 12 quarters since.
  • Valeo Financial Advisors's HNI Corp position peaked at $704K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.