Beese Fulmer Investment Management’s HarborOne Bancorp HONE Stock Holding History

Beese Fulmer Investment Management’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 Q2	–	Sell	-14,557	Closed	-$151K	–	288
2025 Q1	$151K	Hold	14,557	–	–	0.01%	246
2024 Q4	$172K	Hold	14,557	–	–	0.01%	223
2024 Q3	$189K	Hold	14,557	–	–	0.02%	227
2024 Q2	$162K	Sell	14,557 -3,350	-19%	-$34.4K	0.01%	218
2024 Q1	$191K	Sell	17,907 -120	-0.7%	-$1.29K	0.02%	221
2023 Q4	$216K	Hold	18,027	–	–	0.02%	212
2023 Q3	$172K	Hold	18,027	–	–	0.02%	211
2023 Q2	$156K	Hold	18,027	–	–	0.02%	217
2023 Q1	$220K	Hold	18,027	–	–	0.03%	205
2022 Q4	$251K	Hold	18,027	–	–	0.03%	190
2022 Q3	$242K	Hold	18,027	–	–	0.03%	184
2022 Q2	$249K	Hold	18,027	–	–	0.03%	194
2022 Q1	$253K	Hold	18,027	–	–	0.03%	198
2021 Q4	$268K	Hold	18,027	–	–	0.03%	201
2021 Q3	$253K	Sell	18,027 -6,945	-28%	-$96.2K	0.03%	198
2021 Q2	$358K	Buy	24,972 +3,702	+17%	+$53.5K	0.04%	168
2021 Q1	$287K	Hold	21,270	–	–	0.03%	180
2020 Q4	$231K	Buy	21,270 +1,270	+6%	+$12.5K	0.03%	189
2020 Q3	$161K	Hold	20,000	–	–	0.02%	182
2020 Q2	$171K	Hold	20,000	–	–	0.03%	196
2020 Q1	$151K	Hold	20,000	–	–	0.03%	171
2019 Q4	$220K	Buy	+20,000	New	+$210K	0.03%	186

Other funds holding HONE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Beese Fulmer Investment Management's HONE Position: Q2 2025 in Review

Beese Fulmer Investment Management sold out of HarborOne Bancorp (HONE) in Q2 2025, closing a stake of 14,557 shares — an estimated $151K sold.

Beese Fulmer Investment Management first reported a position in HONE in Q4 2019 and held it in 22 quarters. The position peaked at $358K in Q2 2021. 133 funds tracked by Wall St. Rank hold HONE as of Q2 2025.

Beese Fulmer Investment Management reported no remaining HarborOne Bancorp position as of Q2 2025 after selling out during the quarter.
Beese Fulmer Investment Management sold 14,557 HarborOne Bancorp shares in Q2 2025, an estimated $151K.
Beese Fulmer Investment Management first reported a position in HarborOne Bancorp in Q4 2019 and held it in 22 quarters.
Beese Fulmer Investment Management's HarborOne Bancorp position peaked at $358K in Q2 2021.
133 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.