Haverford Financial Services, Inc.
All 13F Filings
- Location
- Radnor, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 339,225
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 49 | 339,225 | 13F-HR | Haverford Financial Services, Inc. |
| Q1 2026 | 5/11/2026 | 46 | 335,608 | 13F-HR | Haverford Financial Services, Inc. |
| Q4 2025 | 2/13/2026 | 48 | 356,828 | 13F-HR | Haverford Financial Services, Inc. |
| Q3 2025 | 11/12/2025 | 45 | 356,364 | 13F-HR | Haverford Financial Services, Inc. |
| Q2 2025 | 8/12/2025 | 43 | 337,826 | 13F-HR | Haverford Financial Services, Inc. |
| Q1 2014 | 5/6/2014 | 47 | 218,918 | 13F-HR | Haverford Financial Services, Inc. |
| Q4 2013 | 1/31/2014 | 48 | 212,312 | 13F-HR | Haverford Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 330 K | 97.3% | 2.181 K | 0 | 2.181 K |
| ETFs | 9.25 K | 2.7% | 1.434 K | 0 | 1.434 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
339,225
Holdings
49
QoQ value change ($000)
3,617
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.