IEQ Capital’s HarborOne Bancorp HONE Stock Holding History

IEQ 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	-32,043	Closed	-$436K	–	1919
2025 Q3	$436K	Buy	32,043 +10,211	+47%	+$128K	﹤0.01%	1367
2025 Q2	$255K	Buy	+21,832	New	+$239K	﹤0.01%	1485

Other funds holding HONE

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

IEQ Capital's HONE Position: Q4 2025 in Review

IEQ Capital sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 32,043 shares — an estimated $436K sold.

IEQ Capital first reported a position in HONE in Q2 2025 and held it in 2 quarters. The position peaked at $436K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

IEQ Capital reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
IEQ Capital sold 32,043 HarborOne Bancorp shares in Q4 2025, an estimated $436K.
IEQ Capital first reported a position in HarborOne Bancorp in Q2 2025 and held it in 2 quarters.
IEQ Capital's HarborOne Bancorp position peaked at $436K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

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