Allworth Financial’s HarborOne Bancorp HONE Stock Holding History

Allworth Financial’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-189	Closed	-$2.57K	–	5137
2025 Q3	$2.57K	Hold	189	–	–	﹤0.01%	3888
2025 Q2	$2.21K	Buy	+189	New	+$2.07K	﹤0.01%	3660
2023 Q3	–	Sell	-122	Closed	-$1.06K	–	3484
2023 Q2	$1.06K	Buy	122 +19	+18%	+$181	﹤0.01%	2710
2023 Q1	$1.26K	Buy	+103	New	+$1.38K	﹤0.01%	2586
2022 Q4	–	Sell	-116	Closed	-$2K	–	3086
2022 Q3	$2K	Sell	116 -429	-79%	-$6.05K	﹤0.01%	2152
2022 Q2	$8K	Buy	+545	New	+$7.53K	﹤0.01%	1629

Other funds holding HONE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's HONE Position: Q4 2025 in Review

Allworth Financial sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 189 shares — an estimated $2.57K sold.

Allworth Financial first reported a position in HONE in Q2 2022 and held it in 6 quarters. The position peaked at $8K in Q2 2022. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

Allworth Financial reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 189 HarborOne Bancorp shares in Q4 2025, an estimated $2.57K.
Allworth Financial first reported a position in HarborOne Bancorp in Q2 2022 and held it in 6 quarters.
Allworth Financial's HarborOne Bancorp position peaked at $8K in Q2 2022.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.