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Harbor Investment Advisory’s Barron's 400 ETF BFOR Stock Holding History

Harbor Investment Advisory’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-604
Closed -$11.6K – 1184
2025
Q2 		$11.6K Hold
604
– – ﹤0.01% 863
2025
Q1 		$10.5K Hold
604
– – ﹤0.01% 864
2024
Q4 		$11K Hold
604
– – ﹤0.01% 846
2024
Q3 		$10.8K Hold
604
– – ﹤0.01% 853
2024
Q2 		$10K Hold
604
– – ﹤0.01% 859
2024
Q1 		$10.3K Hold
604
– – ﹤0.01% 852
2023
Q4 		$9.39K Hold
604
– – ﹤0.01% 838
2023
Q3 		$8.5K Hold
604
– – ﹤0.01% 842
2023
Q2 		$8.64K Hold
604
– – ﹤0.01% 1045
2023
Q1 		$8.22K Hold
604
– – ﹤0.01% 1056
2022
Q4 		$8.05K Hold
604
– – ﹤0.01% 1044
2022
Q3 		$7K Hold
604
– – ﹤0.01% 1078
2022
Q2 		$8K Hold
604
– – ﹤0.01% 1051
2022
Q1 		$9K Hold
604
– – ﹤0.01% 1065
2021
Q4 		$10K Hold
604
– – ﹤0.01% 1046
2021
Q3 		$9K Hold
604
– – ﹤0.01% 1063
2021
Q2 		$9K Hold
604
– – ﹤0.01% 1026
2021
Q1 		$9K Hold
604
– – ﹤0.01% 1002
2020
Q4 		$8K Hold
604
– – ﹤0.01% 950
2020
Q3 		$6K Buy
+604
New +$6.3K ﹤0.01% 915

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Harbor Investment Advisory's BFOR Position: Q3 2025 in Review

Harbor Investment Advisory sold out of Barron's 400 ETF (BFOR) in Q3 2025, closing a stake of 604 shares — an estimated $11.6K sold.

Harbor Investment Advisory first reported a position in BFOR in Q3 2020 and held it in 20 quarters. The position peaked at $11.6K in Q2 2025. 39 funds tracked by Wall St. Rank hold BFOR as of Q3 2025.

  • Harbor Investment Advisory reported no remaining Barron's 400 ETF position as of Q3 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 604 Barron's 400 ETF shares in Q3 2025, an estimated $11.6K.
  • Harbor Investment Advisory first reported a position in Barron's 400 ETF in Q3 2020 and held it in 20 quarters.
  • Harbor Investment Advisory's Barron's 400 ETF position peaked at $11.6K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.