Integrated Wealth Concepts’s Haverty Furniture Companies HVT Stock Holding History

Integrated Wealth Concepts’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 Q2	$5.29K	Buy	+207	New	+$4.69K	﹤0.01%	4939

Other funds holding HVT

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Integrated Wealth Concepts's HVT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Haverty Furniture Companies (HVT) in Q2 2026: 207 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #4939 among its holdings.

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

Integrated Wealth Concepts held 207 shares of Haverty Furniture Companies worth $5.29K as of Q2 2026.
Haverty Furniture Companies was a new Integrated Wealth Concepts position in Q2 2026.
Haverty Furniture Companies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4939 holding.
137 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.