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Allworth Financial’s Haverty Furniture Companies HVT Stock Holding History

Allworth Financial’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.43K Sell
291
-955
-77% -$21.7K ﹤0.01% 3914
2026
Q1 		$26.4K Buy
1,246
+994
+394% +$24.2K ﹤0.01% 2792
2025
Q4 		$5.89K Buy
252
+156
+163% +$3.51K ﹤0.01% 3610
2025
Q3 		$2.11K Buy
96
+21
+28% +$467 ﹤0.01% 3976
2025
Q2 		$1.53K Buy
+75
New +$1.47K ﹤0.01% 3816
2025
Q1 		– Sell
-25
Closed -$566 – 4113
2024
Q4 		$566 Buy
25
+12
+92% +$284 ﹤0.01% 3566
2024
Q3 		$358 Hold
13
– – ﹤0.01% 3498
2024
Q2 		$338 Hold
13
– – ﹤0.01% 3467
2024
Q1 		$444 Hold
13
– – ﹤0.01% 3312
2023
Q4 		$462 Hold
13
– – ﹤0.01% 3149
2023
Q3 		$375 Buy
+13
New +$414 ﹤0.01% 3110

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allworth Financial's HVT Position: Q2 2026 in Review

Allworth Financial reduced its Haverty Furniture Companies (HVT) stake by 77% in Q2 2026, selling an estimated $21.7K and leaving 291 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Allworth Financial first reported a position in HVT in Q3 2023 and has held it in 11 quarters since. The position peaked at $26.4K in Q1 2026. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • Allworth Financial held 291 shares of Haverty Furniture Companies worth $7.43K as of Q2 2026.
  • Allworth Financial sold 955 Haverty Furniture Companies shares in Q2 2026, an estimated $21.7K.
  • Haverty Furniture Companies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3914 holding.
  • Allworth Financial first reported a position in Haverty Furniture Companies in Q3 2023 and has held it in 11 quarters since.
  • Allworth Financial's Haverty Furniture Companies position peaked at $26.4K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.