Empowered Funds’s HarborOne Bancorp HONE Stock Holding History

Empowered Funds’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	-134,279	Closed	-$1.39M	–	1796
2025 Q1	$1.39M	Buy	134,279 +10,523	+9%	+$120K	0.02%	888
2024 Q4	$1.46M	Buy	123,756 +5,966	+5%	+$75.7K	0.02%	850
2024 Q3	$1.53M	Buy	117,790 +5,896	+5%	+$73.5K	0.02%	768
2024 Q2	$1.25M	Buy	111,894 +7,920	+8%	+$81.3K	0.02%	783
2024 Q1	$1.11M	Buy	103,974 +7,842	+8%	+$84.5K	0.02%	829
2023 Q4	$1.15M	Buy	96,132 +37,815	+65%	+$404K	0.03%	712
2023 Q3	$555K	Buy	58,317 +4,740	+9%	+$46.3K	0.02%	883
2023 Q2	$465K	Buy	+53,577	New	+$512K	0.02%	839

Other funds holding HONE

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Empowered Funds's HONE Position: Q2 2025 in Review

Empowered Funds sold out of HarborOne Bancorp (HONE) in Q2 2025, closing a stake of 134,279 shares — an estimated $1.39M sold.

Empowered Funds first reported a position in HONE in Q2 2023 and held it in 8 quarters. The position peaked at $1.53M in Q3 2024. 133 funds tracked by Wall St. Rank hold HONE as of Q2 2025.

Empowered Funds reported no remaining HarborOne Bancorp position as of Q2 2025 after selling out during the quarter.
Empowered Funds sold 134,279 HarborOne Bancorp shares in Q2 2025, an estimated $1.39M.
Empowered Funds first reported a position in HarborOne Bancorp in Q2 2023 and held it in 8 quarters.
Empowered Funds's HarborOne Bancorp position peaked at $1.53M in Q3 2024.
133 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.