Essential Partners’s HarborOne Bancorp HONE Stock Holding History

Essential Partners’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	-966	Closed	-$13.1K	–	2834
2025 Q3	$13.1K	Buy	966 +729	+308%	+$9.11K	﹤0.01%	1059
2025 Q2	$2.77K	Buy	+237	New	+$2.59K	﹤0.01%	1226

Other funds holding HONE

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

Essential Partners's HONE Position: Q4 2025 in Review

Essential Partners sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 966 shares — an estimated $13.1K sold.

Essential Partners first reported a position in HONE in Q2 2025 and held it in 2 quarters. The position peaked at $13.1K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

Essential Partners reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
Essential Partners sold 966 HarborOne Bancorp shares in Q4 2025, an estimated $13.1K.
Essential Partners first reported a position in HarborOne Bancorp in Q2 2025 and held it in 2 quarters.
Essential Partners's HarborOne Bancorp position peaked at $13.1K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.