HWA
BMNR

Heartwood Wealth Advisors’s BitMine Immersion Technologies BMNR Stock Holding History

Heartwood Wealth Advisors’s Portfolio BMNR Stock Details BMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$208 – 632
2025
Q3 		$208 Buy
+4
New +$203 ﹤0.01% 628

Other funds holding BMNR

CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartwood Wealth Advisors's BMNR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of BitMine Immersion Technologies (BMNR) in Q4 2025, closing a stake of 4 shares — an estimated $208 sold.

Heartwood Wealth Advisors first reported a position in BMNR in Q3 2025 and held it in 1 quarter. The position peaked at $208 in Q3 2025. 411 funds tracked by Wall St. Rank hold BMNR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining BitMine Immersion Technologies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 BitMine Immersion Technologies shares in Q4 2025, an estimated $208.
  • Heartwood Wealth Advisors first reported a position in BitMine Immersion Technologies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's BitMine Immersion Technologies position peaked at $208 in Q3 2025.
  • 411 funds tracked by Wall St. Rank held BitMine Immersion Technologies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.