Jones Financial Companies
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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
Q2 		$774 Sell
30
-11
-27% -$249 ﹤0.01% 4663
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

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Dimensional Fund Advisors
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Renaissance Technologies
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jones Financial Companies's HVT Position: Q2 2026 in Review

Jones Financial Companies reduced its Haverty Furniture Companies (HVT) stake by 27% in Q2 2026, selling an estimated $249 and leaving 30 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #4663.

Jones Financial Companies first reported a position in HVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03K in Q3 2024. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • Jones Financial Companies held 30 shares of Haverty Furniture Companies worth $774 as of Q2 2026.
  • Jones Financial Companies sold 11 Haverty Furniture Companies shares in Q2 2026, an estimated $249.
  • Haverty Furniture Companies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4663 holding.
  • Jones Financial Companies first reported a position in Haverty Furniture Companies in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Haverty Furniture Companies position peaked at $1.03K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.