Bare Financial Services
HVT icon

Bare Financial Services’s Haverty Furniture Companies HVT Stock Holding History

Bare Financial Services’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
Q3 		$4.98K Hold
180
– – ﹤0.01% 899
2026
Q2 		$4.6K Buy
180
+89
+98% +$2.02K ﹤0.01% 889
2026
Q1 		$1.93K Buy
+91
New +$2.22K ﹤0.01% 994

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Bare Financial Services's HVT Position: Q3 2026 in Review

Bare Financial Services held its Haverty Furniture Companies (HVT) position steady in Q3 2026 at 180 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Bare Financial Services first reported a position in HVT in Q1 2026 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold HVT as of Q3 2026.

  • Bare Financial Services held 180 shares of Haverty Furniture Companies worth $4.98K as of Q3 2026.
  • Bare Financial Services left its Haverty Furniture Companies share count unchanged in Q3 2026.
  • Haverty Furniture Companies made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #899 holding.
  • Bare Financial Services first reported a position in Haverty Furniture Companies in Q1 2026 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.