CFP
VMRK

Cascade Financial Partners’s Vivmark Residential VMRK Stock Holding History

Cascade Financial Partners’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
28,679
+7,344
+34% +$476K 0.17% 84
2026
Q1 		$1.26M Buy
21,335
+4,821
+29% +$297K 0.13% 106
2025
Q4 		$1.04M Buy
16,514
+3,221
+24% +$198K 0.11% 114
2025
Q3 		$860K Buy
13,293
+508
+4% +$33.2K 0.1% 128
2025
Q2 		$863K Buy
12,785
+3,529
+38% +$243K 0.1% 121
2025
Q1 		$663K Buy
9,256
+6,358
+219% +$449K 0.08% 136
2024
Q4 		$208K Buy
+2,898
New +$213K 0.03% 240

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cascade Financial Partners's VMRK Position: Q2 2026 in Review

Cascade Financial Partners increased its Vivmark Residential (VMRK) stake by 34% in Q2 2026, buying an estimated $476K and bringing the position to 28,679 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #84.

Cascade Financial Partners first reported a position in VMRK in Q4 2024 and has held it in 7 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Cascade Financial Partners held 28,679 shares of Vivmark Residential worth $1.95M as of Q2 2026.
  • Cascade Financial Partners bought 7,344 Vivmark Residential shares in Q2 2026, an estimated $476K.
  • Vivmark Residential made up 0.17% of Cascade Financial Partners's portfolio in Q2 2026, its #84 holding.
  • Cascade Financial Partners first reported a position in Vivmark Residential in Q4 2024 and has held it in 7 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.