RIL
HONE

Rothschild Investment LLC’s HarborOne Bancorp HONE Stock Holding History

Rothschild Investment LLC’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
-100
Closed -$1.36K – 3457
2025
Q3 		$1.36K Hold
100
– – ﹤0.01% 2449
2025
Q2 		$1.17K Buy
100
+40
+67% +$437 ﹤0.01% 2382
2025
Q1 		$622 Sell
60
-20
-25% -$229 ﹤0.01% 2546
2024
Q4 		$946 Buy
80
+10
+14% +$127 ﹤0.01% 2244
2024
Q3 		$909 Buy
70
+30
+75% +$374 ﹤0.01% 2235
2024
Q2 		$445 Buy
+40
New +$410 ﹤0.01% 2093

Other funds holding HONE

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

Rothschild Investment LLC's HONE Position: Q4 2025 in Review

Rothschild Investment LLC sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 100 shares — an estimated $1.36K sold.

Rothschild Investment LLC first reported a position in HONE in Q2 2024 and held it in 6 quarters. The position peaked at $1.36K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

  • Rothschild Investment LLC reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 100 HarborOne Bancorp shares in Q4 2025, an estimated $1.36K.
  • Rothschild Investment LLC first reported a position in HarborOne Bancorp in Q2 2024 and held it in 6 quarters.
  • Rothschild Investment LLC's HarborOne Bancorp position peaked at $1.36K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.