Creative Planning
HONE

Creative Planning’s HarborOne Bancorp HONE Stock Holding History

Creative Planning’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
-41,250
Closed -$561K – 3990
2025
Q3 		$561K Buy
41,250
+15,744
+62% +$197K ﹤0.01% 2612
2025
Q2 		$298K Buy
+25,506
New +$279K ﹤0.01% 2897
2025
Q1 		– Sell
-18,480
Closed -$219K – 3582
2024
Q4 		$219K Buy
18,480
+5,171
+39% +$65.6K ﹤0.01% 2905
2024
Q3 		$173K Buy
13,309
+2,898
+28% +$36.1K ﹤0.01% 2890
2024
Q2 		$116K Sell
10,411
-3,822
-27% -$39.2K ﹤0.01% 2812
2024
Q1 		$152K Buy
+14,233
New +$153K ﹤0.01% 2630
2017
Q3 		– Sell
-8,975
Closed -$100K – 2693
2017
Q2 		$100K Hold
8,975
– – ﹤0.01% 1994
2017
Q1 		$95K Hold
8,975
– – ﹤0.01% 1996
2016
Q4 		$97K Hold
8,975
– – ﹤0.01% 1888
2016
Q3 		$79K Buy
+8,975
New +$71K ﹤0.01% 2004

Other funds holding HONE

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

Creative Planning's HONE Position: Q4 2025 in Review

Creative Planning sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 41,250 shares — an estimated $561K sold.

Creative Planning first reported a position in HONE in Q3 2016 and held it in 10 quarters. The position peaked at $561K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

  • Creative Planning reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 41,250 HarborOne Bancorp shares in Q4 2025, an estimated $561K.
  • Creative Planning first reported a position in HarborOne Bancorp in Q3 2016 and held it in 10 quarters.
  • Creative Planning's HarborOne Bancorp position peaked at $561K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.