AF
HVT icon

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
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 $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return