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Harborone Bancorp shares owned by Creative Planning

Quarter-by-quarter ownership of Harborone Bancorp (HONE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Harborone Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Harborone Bancorp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harborone Bancorp by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $173k 13k 12.98
2024-06-30 $116k 10k 11.13
2024-03-31 $152k 14k 10.66

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Harborone Bancorp

T. Rowe Price Investment Management
BlackRock
BlackRock
Dimensional Fund Advisors
Alliancebernstein
Vanguard Group
State Street Corporation
Geode Capital Management
Renaissance Technologies
Royce & Associates
American Century Companies
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Victory Capital Management

View all funds holding Harborone Bancorp