BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Horace Mann Educators HMN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio HMN Stock Details HMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-132	Closed	-$6.82K	–	1977
2026 Q2	$6.82K	Hold	132	–	–	﹤0.01%	1683
2026 Q1	$5.63K	Hold	132	–	–	﹤0.01%	1801
2025 Q4	$6.1K	Hold	132	–	–	﹤0.01%	1815
2025 Q3	$5.96K	Hold	132	–	–	﹤0.01%	1773
2025 Q2	$5.67K	Hold	132	–	–	﹤0.01%	1739
2025 Q1	$5.64K	Hold	132	–	–	﹤0.01%	1717
2024 Q4	$5.18K	Hold	132	–	–	﹤0.01%	1686
2024 Q3	$4.61K	Buy	+132	New	+$4.51K	﹤0.01%	1765

Other funds holding HMN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s HMN Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Horace Mann Educators (HMN) in Q3 2026, closing a stake of 132 shares — an estimated $6.82K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in HMN in Q3 2024 and held it in 8 quarters. The position peaked at $6.82K in Q2 2026. 212 funds tracked by Wall St. Rank hold HMN as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Horace Mann Educators position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 132 Horace Mann Educators shares in Q3 2026, an estimated $6.82K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Horace Mann Educators in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Horace Mann Educators position peaked at $6.82K in Q2 2026.
212 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.