Guggenheim Capital’s HarborOne Bancorp HONE Stock Holding History

Guggenheim Capital’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	-10,508	Closed	-$143K	–	1794
2025 Q3	$143K	Hold	10,508	–	–	﹤0.01%	1536
2025 Q2	$123K	Buy	+10,508	New	+$115K	﹤0.01%	1552

Other funds holding HONE

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

Guggenheim Capital's HONE Position: Q4 2025 in Review

Guggenheim Capital sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 10,508 shares — an estimated $143K sold.

Guggenheim Capital first reported a position in HONE in Q2 2025 and held it in 2 quarters. The position peaked at $143K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

Guggenheim Capital reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
Guggenheim Capital sold 10,508 HarborOne Bancorp shares in Q4 2025, an estimated $143K.
Guggenheim Capital first reported a position in HarborOne Bancorp in Q2 2025 and held it in 2 quarters.
Guggenheim Capital's HarborOne Bancorp position peaked at $143K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

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