CI
VMRK

CX Institutional’s Vivmark Residential VMRK Stock Holding History

CX Institutional’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
Q3 		$378K Buy
6,218
+3,279
+112% +$217K 0.01% 544
2026
Q2 		$200K Buy
2,939
+159
+6% +$10.3K 0.01% 740
2026
Q1 		$164K Sell
2,780
-629
-18% -$38.8K 0.01% 767
2025
Q4 		$215K Buy
3,409
+135
+4% +$8.28K 0.01% 690
2025
Q3 		$212K Buy
3,274
+189
+6% +$12.4K 0.01% 676
2025
Q2 		$208K Buy
3,085
+102
+3% +$7.01K 0.01% 613
2025
Q1 		$214K Buy
+2,983
New +$211K 0.01% 584
2022
Q3 		– Sell
-766
Closed -$55K – 669
2022
Q2 		$55K Buy
+766
New +$60.8K ﹤0.01% 660
2021
Q4 		– Sell
-878
Closed -$71K – 507
2021
Q3 		$71K Buy
878
+83
+10% +$6.85K 0.01% 513
2021
Q2 		$61K Buy
795
+183
+30% +$13.8K 0.01% 523
2021
Q1 		$44K Buy
612
+148
+32% +$9.8K ﹤0.01% 516
2020
Q4 		$28K Buy
464
+350
+307% +$19.8K ﹤0.01% 546
2020
Q3 		$6K Buy
114
+70
+159% +$3.87K ﹤0.01% 726
2020
Q2 		$3K Sell
44
-40
-48% -$2.48K ﹤0.01% 712
2020
Q1 		$5K Sell
84
-28
-25% -$2.16K ﹤0.01% 543
2019
Q4 		$9K Hold
112
– – ﹤0.01% 439
2019
Q3 		$10K Buy
112
+8
+8% +$654 ﹤0.01% 459
2019
Q2 		$8K Buy
104
+15
+17% +$1.15K ﹤0.01% 522
2019
Q1 		$7K Buy
89
+72
+424% +$5.19K ﹤0.01% 492
2018
Q4 		$1K Buy
+17
New +$1.14K ﹤0.01% 487

Other funds holding VMRK

MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CX Institutional's VMRK Position: Q3 2026 in Review

CX Institutional increased its Vivmark Residential (VMRK) stake by 112% in Q3 2026, buying an estimated $217K and bringing the position to 6,218 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #544.

CX Institutional first reported a position in VMRK in Q4 2018 and has held it in 20 quarters since. 6 funds tracked by Wall St. Rank hold VMRK as of Q3 2026.

  • CX Institutional held 6,218 shares of Vivmark Residential worth $378K as of Q3 2026.
  • CX Institutional bought 3,279 Vivmark Residential shares in Q3 2026, an estimated $217K.
  • Vivmark Residential made up 0.01% of CX Institutional's portfolio in Q3 2026, its #544 holding.
  • CX Institutional first reported a position in Vivmark Residential in Q4 2018 and has held it in 20 quarters since.
  • 6 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.