IFP Advisors’s Haverty Furniture Companies HVT Stock Holding History

IFP Advisors’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	$1.52K	Sell	72 -2	-3%	-$49	﹤0.01%	4061
2025 Q4	$1.73K	Buy	74 +23	+45%	+$518	﹤0.01%	3893
2025 Q3	$1.12K	Sell	51 -2	-4%	-$44	﹤0.01%	3913
2025 Q2	$1.08K	Buy	53 +42	+382%	+$820	﹤0.01%	4201
2025 Q1	$217	Hold	11	–	–	﹤0.01%	3645
2024 Q4	$245	Buy	+11	New	+$261	﹤0.01%	3636
2021 Q3	–	Sell	-5,499	Closed	-$236K	–	3410
2021 Q2	$236K	Buy	5,499 +667	+14%	+$29.2K	﹤0.01%	827
2021 Q1	$180K	Buy	4,832 +4,148	+606%	+$143K	﹤0.01%	887
2020 Q4	$19K	Buy	+684	New	+$18.1K	﹤0.01%	1822

Other funds holding HVT

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IFP Advisors's HVT Position: Q1 2026 in Review

IFP Advisors reduced its Haverty Furniture Companies (HVT) stake by 2.7% in Q1 2026, selling an estimated $49 and leaving 72 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #4061.

IFP Advisors first reported a position in HVT in Q4 2020 and has held it in 9 quarters since. The position peaked at $236K in Q2 2021. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

IFP Advisors held 72 shares of Haverty Furniture Companies worth $1.52K as of Q1 2026.
IFP Advisors sold 2 Haverty Furniture Companies shares in Q1 2026, an estimated $49.
Haverty Furniture Companies made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4061 holding.
IFP Advisors first reported a position in Haverty Furniture Companies in Q4 2020 and has held it in 9 quarters since.
IFP Advisors's Haverty Furniture Companies position peaked at $236K in Q2 2021.
141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.