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 Q3	$4.32K	Buy	156 +56	+56%	+$1.51K	﹤0.01%	3886
2026 Q2	$2.55K	Buy	100 +28	+39%	+$635	﹤0.01%	4124
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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's HVT Position: Q3 2026 in Review

IFP Advisors increased its Haverty Furniture Companies (HVT) stake by 56% in Q3 2026, buying an estimated $1.51K and bringing the position to 156 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

IFP Advisors first reported a position in HVT in Q4 2020 and has held it in 11 quarters since. The position peaked at $236K in Q2 2021. 16 funds tracked by Wall St. Rank hold HVT as of Q3 2026.

IFP Advisors held 156 shares of Haverty Furniture Companies worth $4.32K as of Q3 2026.
IFP Advisors bought 56 Haverty Furniture Companies shares in Q3 2026, an estimated $1.51K.
Haverty Furniture Companies made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3886 holding.
IFP Advisors first reported a position in Haverty Furniture Companies in Q4 2020 and has held it in 11 quarters since.
IFP Advisors's Haverty Furniture Companies position peaked at $236K in Q2 2021.
16 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.