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Whittier Trust’s HNI Corp HNI Stock Holding History

Whittier Trust’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 		$67.9K Sell
2,115
-222
-9% -$9.83K ﹤0.01% 785
2025
Q4 		$101K Buy
2,337
+1,726
+282% +$72.9K ﹤0.01% 730
2025
Q3 		$28.7K Buy
+611
New +$28.9K ﹤0.01% 951
2014
Q2 		– Sell
-875
Closed -$32K – 1057
2014
Q1 		$32K Buy
+875
New +$31.3K ﹤0.01% 722

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

Whittier Trust's HNI Position: Q1 2026 in Review

Whittier Trust reduced its HNI Corp (HNI) stake by 9.5% in Q1 2026, selling an estimated $9.83K and leaving 2,115 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Whittier Trust first reported a position in HNI in Q1 2014 and has held it in 4 quarters since. The position peaked at $101K in Q4 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Whittier Trust held 2,115 shares of HNI Corp worth $67.9K as of Q1 2026.
  • Whittier Trust sold 222 HNI Corp shares in Q1 2026, an estimated $9.83K.
  • HNI Corp made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #785 holding.
  • Whittier Trust first reported a position in HNI Corp in Q1 2014 and has held it in 4 quarters since.
  • Whittier Trust's HNI Corp position peaked at $101K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.