Financial Engines Advisors
HONE

Financial Engines Advisors’s HarborOne Bancorp HONE Stock Holding History

Financial Engines Advisors’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
-27,114
Closed -$369K – 548
2025
Q3 		$369K Hold
27,114
– – ﹤0.01% 437
2025
Q2 		$317K Buy
+27,114
New +$296K ﹤0.01% 437

Other funds holding HONE

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

Financial Engines Advisors's HONE Position: Q4 2025 in Review

Financial Engines Advisors sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 27,114 shares — an estimated $369K sold.

Financial Engines Advisors first reported a position in HONE in Q2 2025 and held it in 2 quarters. The position peaked at $369K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

  • Financial Engines Advisors reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 27,114 HarborOne Bancorp shares in Q4 2025, an estimated $369K.
  • Financial Engines Advisors first reported a position in HarborOne Bancorp in Q2 2025 and held it in 2 quarters.
  • Financial Engines Advisors's HarborOne Bancorp position peaked at $369K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.