Bellevue Asset Management’s Haverty Furniture Companies Class A HVT.A Stock Holding History

Bellevue Asset Management’s Portfolio HVT.A Stock Details HVT.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.48K	Buy	+97	New	+$2.41K	﹤0.01%	426

Other funds holding HVT.A

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Bellevue Asset Management's HVT.A Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Haverty Furniture Companies Class A (HVT.A) in Q2 2026: 97 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

12 funds tracked by Wall St. Rank hold HVT.A as of Q2 2026.

Bellevue Asset Management held 97 shares of Haverty Furniture Companies Class A worth $2.48K as of Q2 2026.
Haverty Furniture Companies Class A was a new Bellevue Asset Management position in Q2 2026.
Haverty Furniture Companies Class A made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #426 holding.
12 funds tracked by Wall St. Rank held Haverty Furniture Companies Class A as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.