STAR Financial Bank HGER — HARBOR ETF TRUST

Ownership history in STAR Financial Bank  ·  4 quarters on record

AI Ownership Summary

STAR Financial Bank reported HARBOR ETF TRUST (HGER) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.4% in 2026 Q1. The latest visible filing shows HGER at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HGER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STAR Financial Bank's position in HARBOR ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HGER was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HGER stock page STAR Financial Bank fund profile STAR Financial Bank full holdings
How STAR Financial Bank held HGER — position size vs. price
% of Fund (quarterly)    HGER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 30,015 +2,702 +9.9% 0.36% $881K 2026-08-07 $32.65
2026 Q1 ADDED — — — 27,313 +8,803 +47.6% 0.40% $847K 2026-05-08 $32.50
2025 Q4 ADDED — — — 18,510 +1,250 +7.2% 0.23% $459K 2026-02-13 $26.93
2025 Q3 INITIATED — — — 17,260 — — 0.26% $445K 2025-11-14 $24.94

🏢 Other funds also holding HGER

As of 2026 Q2 — sorted by position size

Horizon Advisory Services, Inc. 14.41% Sowa Financial Group, Inc. 3Y 9.27% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 7.2% New Harbor Financial Group, LLC 3Y 7Y 5.91% 3EDGE Asset Management, LP 3Y 7Y 5.73% Sunrise Financial Services, LLC 5.73% Guided Capital Wealth Management, LLC 5.29% Choice Wealth Advisors LLC 3Y 4.11% Ellsworth Advisors, LLC 3Y 3.37% CROBAN 3.18%

FAQ About STAR Financial Bank and HGER

These are the practical questions this page is built to answer before you even open the full history table.

How long has STAR Financial Bank reported owning HGER?

STAR Financial Bank reported HGER across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported HGER position in STAR Financial Bank's portfolio?

The largest reported portfolio weight for HGER was 0.40% in 2026 Q1.

What is the latest reported HGER position on this page?

The most recent filing on this page is 2026 Q2, when STAR Financial Bank reported 30,015 shares, equal to 0.36% of portfolio, with an estimated market value of $881K.

What does the chart on this HGER ownership page compare?

The chart compares STAR Financial Bank's quarterly HGER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STAR Financial Bank time their HGER position?

Based on 13F filing dates vs. subsequent HGER price moves, STAR Financial Bank correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on HGER relative to SPY over the holding period was +18.0%.

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