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Larson Financial Group’s Haverty Furniture Companies HVT Stock Holding History

Larson Financial Group’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 		– Sell
-29
Closed -$611 – 3852
2026
Q1 		$611 Hold
29
– – ﹤0.01% 3276
2025
Q4 		$674 Sell
29
-681
-96% -$15.3K ﹤0.01% 3045
2025
Q3 		$15.6K Buy
+710
New +$15.8K ﹤0.01% 1778
2025
Q2 		– Sell
-3
Closed -$59 – 3383
2025
Q1 		$59 Hold
3
– – ﹤0.01% 2976
2024
Q4 		$67 Hold
3
– – ﹤0.01% 2669
2024
Q3 		$82 Hold
3
– – ﹤0.01% 2577
2024
Q2 		$76 Buy
+3
New +$87 ﹤0.01% 2299

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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

Larson Financial Group's HVT Position: Q2 2026 in Review

Larson Financial Group sold out of Haverty Furniture Companies (HVT) in Q2 2026, closing a stake of 29 shares — an estimated $611 sold.

Larson Financial Group first reported a position in HVT in Q2 2024 and held it in 7 quarters. The position peaked at $15.6K in Q3 2025. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • Larson Financial Group reported no remaining Haverty Furniture Companies position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 29 Haverty Furniture Companies shares in Q2 2026, an estimated $611.
  • Larson Financial Group first reported a position in Haverty Furniture Companies in Q2 2024 and held it in 7 quarters.
  • Larson Financial Group's Haverty Furniture Companies position peaked at $15.6K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

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