Jones Financial Companies’s Haverty Furniture Companies HVT Stock Holding History

Jones Financial Companies’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	$873	Buy	41 +3	+8%	+$73	﹤0.01%	4381
2025 Q4	$884	Hold	38	–	–	﹤0.01%	4051
2025 Q3	$850	Hold	38	–	–	﹤0.01%	3935
2025 Q2	$772	Hold	38	–	–	﹤0.01%	3716
2025 Q1	$765	Hold	38	–	–	﹤0.01%	3454
2024 Q4	$842	Hold	38	–	–	﹤0.01%	3162
2024 Q3	$1.03K	Buy	+38	New	+$1.02K	﹤0.01%	2804

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

Jones Financial Companies's HVT Position: Q1 2026 in Review

Jones Financial Companies increased its Haverty Furniture Companies (HVT) stake by 7.9% in Q1 2026, buying an estimated $73 and bringing the position to 41 shares worth $873. The position accounts for ﹤0.01% of the portfolio, ranked #4381.

Jones Financial Companies first reported a position in HVT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.03K in Q3 2024. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

Jones Financial Companies held 41 shares of Haverty Furniture Companies worth $873 as of Q1 2026.
Jones Financial Companies bought 3 Haverty Furniture Companies shares in Q1 2026, an estimated $73.
Haverty Furniture Companies made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4381 holding.
Jones Financial Companies first reported a position in Haverty Furniture Companies in Q3 2024 and has held it in 7 quarters since.
Jones Financial Companies's Haverty Furniture Companies position peaked at $1.03K in Q3 2024.
141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.