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Heritage Wealth Management (Ohio)’s Bonk Inc BNKK Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio BNKK Stock Details BNKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-429
Closed -$4.95K – 252
2025
Q2 		$4.95K Hold
429
– – ﹤0.01% 239
2025
Q1 		$5.46K Buy
+429
New +$7.67K ﹤0.01% 228
2024
Q4 		– Sell
-429
Closed -$18.3K – 236
2024
Q3 		$18.3K Buy
+429
New +$15K 0.01% 229

Other funds holding BNKK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s BNKK Position: Q3 2025 in Review

Heritage Wealth Management (Ohio) sold out of Bonk Inc (BNKK) in Q3 2025, closing a stake of 429 shares — an estimated $4.95K sold.

Heritage Wealth Management (Ohio) first reported a position in BNKK in Q3 2024 and held it in 3 quarters. The position peaked at $18.3K in Q3 2024. 69 funds tracked by Wall St. Rank hold BNKK as of Q3 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Bonk Inc position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 429 Bonk Inc shares in Q3 2025, an estimated $4.95K.
  • Heritage Wealth Management (Ohio) first reported a position in Bonk Inc in Q3 2024 and held it in 3 quarters.
  • Heritage Wealth Management (Ohio)'s Bonk Inc position peaked at $18.3K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Bonk Inc as of Q3 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2025, filed 4 Nov 2025.