Kestra Private Wealth Services’s Vivmark Residential VMRK Stock Holding History

Kestra Private Wealth 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	$391K	Buy	5,752 +501	+10%	+$32.4K	﹤0.01%	1378
2026 Q1	$311K	Buy	5,251 +424	+9%	+$26.2K	﹤0.01%	1441
2025 Q4	$304K	Sell	4,827 -1,178	-20%	-$72.3K	﹤0.01%	1413
2025 Q3	$389K	Sell	6,005 -967	-14%	-$63.2K	0.01%	1226
2025 Q2	$471K	Sell	6,972 -1,893	-21%	-$130K	0.01%	1062
2025 Q1	$635K	Buy	+8,865	New	+$626K	0.01%	853
2024 Q2	–	Sell	-5,155	Closed	-$329K	–	1367
2024 Q1	$329K	Buy	+5,155	New	+$314K	0.01%	975
2023 Q4	–	Sell	-3,590	Closed	-$213K	–	1242
2023 Q3	$213K	Buy	+3,590	New	+$232K	0.01%	1008

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 Private Wealth Services's VMRK Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vivmark Residential (VMRK) stake by 9.5% in Q2 2026, buying an estimated $32.4K and bringing the position to 5,752 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Kestra Private Wealth Services first reported a position in VMRK in Q3 2023 and has held it in 8 quarters since. The position peaked at $635K in Q1 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Kestra Private Wealth Services held 5,752 shares of Vivmark Residential worth $391K as of Q2 2026.
Kestra Private Wealth Services bought 501 Vivmark Residential shares in Q2 2026, an estimated $32.4K.
Vivmark Residential made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1378 holding.
Kestra Private Wealth Services first reported a position in Vivmark Residential in Q3 2023 and has held it in 8 quarters since.
Kestra Private Wealth Services's Vivmark Residential position peaked at $635K in Q1 2025.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

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