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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DAS
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SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return