Kestra Advisory Services’s Vivmark Residential VMRK Stock Holding History

Kestra Advisory Services’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	$827K	Buy	12,179 +7,729	+174%	+$501K	﹤0.01%	1972
2026 Q1	$263K	Sell	4,450 -1,023	-19%	-$63.1K	﹤0.01%	2742
2025 Q4	$345K	Sell	5,473 -1,100	-17%	-$67.5K	﹤0.01%	2426
2025 Q3	$425K	Buy	6,573 +251	+4%	+$16.4K	﹤0.01%	2171
2025 Q2	$427K	Sell	6,322 -210	-3%	-$14.4K	﹤0.01%	2081
2025 Q1	$468K	Buy	6,532 +33	+0.5%	+$2.33K	﹤0.01%	1856
2024 Q4	$466K	Buy	+6,499	New	+$477K	﹤0.01%	1923
2024 Q3	–	Sell	-5,740	Closed	-$398K	–	2609
2024 Q2	$398K	Buy	5,740 +373	+7%	+$24.3K	﹤0.01%	1929
2024 Q1	$342K	Buy	+5,367	New	+$327K	﹤0.01%	1911

Other funds holding VMRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Advisory Services's VMRK Position: Q2 2026 in Review

Kestra Advisory Services increased its Vivmark Residential (VMRK) stake by 174% in Q2 2026, buying an estimated $501K and bringing the position to 12,179 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Kestra Advisory Services first reported a position in VMRK in Q1 2024 and has held it in 9 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Kestra Advisory Services held 12,179 shares of Vivmark Residential worth $827K as of Q2 2026.
Kestra Advisory Services bought 7,729 Vivmark Residential shares in Q2 2026, an estimated $501K.
Vivmark Residential made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1972 holding.
Kestra Advisory Services first reported a position in Vivmark Residential in Q1 2024 and has held it in 9 quarters since.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.