Barrett & Company’s HarborOne Bancorp HONE Stock Holding History

Barrett & Company’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	-5,089	Closed	-$1.21K	–	671
2025 Q3	$1.21K	Hold	5,089	–	–	﹤0.01%	602
2025 Q2	$1.04K	Hold	5,089	–	–	﹤0.01%	605
2025 Q1	$923	Hold	5,089	–	–	﹤0.01%	587
2024 Q4	$1.05K	Hold	5,089	–	–	﹤0.01%	579
2024 Q3	$1.16K	Hold	5,089	–	–	﹤0.01%	553
2024 Q2	$991	Hold	5,089	–	–	﹤0.01%	569
2024 Q1	$949	Hold	5,089	–	–	﹤0.01%	582
2023 Q4	$1.07K	Buy	5,089 +5,000	+5,618%	+$53.4K	﹤0.01%	567
2023 Q3	$848	Hold	89	–	–	﹤0.01%	585
2023 Q2	$773	Sell	89 -5,000	-98%	-$47.7K	﹤0.01%	570
2023 Q1	$1.09K	Buy	5,089 +5,000	+5,618%	+$66.9K	﹤0.01%	543
2022 Q4	$1.24K	Hold	89	–	–	﹤0.01%	543
2022 Q3	$1.24K	Buy	+89	New	+$1.25K	﹤0.01%	543

Other funds holding HONE

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

Barrett & Company's HONE Position: Q4 2025 in Review

Barrett & Company sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 5,089 shares — an estimated $1.21K sold.

Barrett & Company first reported a position in HONE in Q3 2022 and held it in 13 quarters. The position peaked at $1.24K in Q4 2022. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

Barrett & Company reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
Barrett & Company sold 5,089 HarborOne Bancorp shares in Q4 2025, an estimated $1.21K.
Barrett & Company first reported a position in HarborOne Bancorp in Q3 2022 and held it in 13 quarters.
Barrett & Company's HarborOne Bancorp position peaked at $1.24K in Q4 2022.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Barrett & Company's 13F filing for Q4 2025, filed 28 Jan 2026.