TPWM
HONE

Twelve Points Wealth Management’s HarborOne Bancorp HONE Stock Holding History

Twelve Points Wealth Management’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
Q3 		– Sell
-25,649
Closed -$300K – 196
2025
Q2 		$300K Hold
25,649
– – 0.08% 155
2025
Q1 		$266K Buy
+25,649
New +$293K 0.07% 154

Other funds holding HONE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Twelve Points Wealth Management's HONE Position: Q3 2025 in Review

Twelve Points Wealth Management sold out of HarborOne Bancorp (HONE) in Q3 2025, closing a stake of 25,649 shares — an estimated $300K sold.

Twelve Points Wealth Management first reported a position in HONE in Q1 2025 and held it in 2 quarters. The position peaked at $300K in Q2 2025. 136 funds tracked by Wall St. Rank hold HONE as of Q3 2025.

  • Twelve Points Wealth Management reported no remaining HarborOne Bancorp position as of Q3 2025 after selling out during the quarter.
  • Twelve Points Wealth Management sold 25,649 HarborOne Bancorp shares in Q3 2025, an estimated $300K.
  • Twelve Points Wealth Management first reported a position in HarborOne Bancorp in Q1 2025 and held it in 2 quarters.
  • Twelve Points Wealth Management's HarborOne Bancorp position peaked at $300K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q3 2025.

Based on Twelve Points Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.