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Pinnacle Wealth Planning Services’s Haverty Furniture Companies HVT Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.5K Hold
873
– – ﹤0.01% 1731
2025
Q4 		$20.4K Buy
+873
New +$19.6K ﹤0.01% 1703
2021
Q1 		– Sell
-873
Closed -$24K – 1076
2020
Q4 		$24K Buy
+873
New +$23K 0.01% 1087

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's HVT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Haverty Furniture Companies (HVT) position steady in Q1 2026 at 873 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Pinnacle Wealth Planning Services first reported a position in HVT in Q4 2020 and has held it in 3 quarters since. The position peaked at $24K in Q4 2020. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 873 shares of Haverty Furniture Companies worth $18.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Haverty Furniture Companies share count unchanged in Q1 2026.
  • Haverty Furniture Companies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1731 holding.
  • Pinnacle Wealth Planning Services first reported a position in Haverty Furniture Companies in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Haverty Furniture Companies position peaked at $24K in Q4 2020.
  • 141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.