World Investment Advisors’s HarborOne Bancorp HONE Stock Holding History

World Investment Advisors’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	-11,000	Closed	-$150K	–	1502
2025 Q3	$150K	Hold	11,000	–	–	﹤0.01%	1196
2025 Q2	$128K	Hold	11,000	–	–	﹤0.01%	1106
2025 Q1	$114K	Hold	11,000	–	–	﹤0.01%	1035
2024 Q4	$130K	Buy	+11,000	New	+$140K	﹤0.01%	982

Other funds holding HONE

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

World Investment Advisors's HONE Position: Q4 2025 in Review

World Investment Advisors sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 11,000 shares — an estimated $150K sold.

World Investment Advisors first reported a position in HONE in Q4 2024 and held it in 4 quarters. The position peaked at $150K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

World Investment Advisors reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
World Investment Advisors sold 11,000 HarborOne Bancorp shares in Q4 2025, an estimated $150K.
World Investment Advisors first reported a position in HarborOne Bancorp in Q4 2024 and held it in 4 quarters.
World Investment Advisors's HarborOne Bancorp position peaked at $150K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.