Key Financial Inc’s Vivmark Residential VMRK Stock Holding History

Key Financial Inc’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	$7.2K	Hold	106	–	–	﹤0.01%	948
2026 Q1	$6.27K	Hold	106	–	–	﹤0.01%	986
2025 Q4	$6.68K	Hold	106	–	–	﹤0.01%	977
2025 Q3	$6.79K	Hold	106	–	–	﹤0.01%	971
2025 Q2	$7.15K	Hold	106	–	–	﹤0.01%	944
2025 Q1	$7.59K	Hold	106	–	–	﹤0.01%	886
2024 Q4	$7.61K	Hold	106	–	–	﹤0.01%	879
2024 Q3	$7.89K	Hold	106	–	–	﹤0.01%	853
2024 Q2	$7.35K	Hold	106	–	–	﹤0.01%	851
2024 Q1	$6.69K	Hold	106	–	–	﹤0.01%	864
2023 Q4	$6.48K	Hold	106	–	–	﹤0.01%	846
2023 Q3	$6.22K	Hold	106	–	–	﹤0.01%	841
2023 Q2	$6.99K	Hold	106	–	–	﹤0.01%	821
2023 Q1	$6.36K	Hold	106	–	–	﹤0.01%	774
2022 Q4	$7.13K	Hold	106	–	–	﹤0.01%	710
2022 Q3	$7K	Hold	106	–	–	﹤0.01%	710
2022 Q2	$8K	Hold	106	–	–	﹤0.01%	676
2022 Q1	$10K	Hold	106	–	–	0.01%	633
2021 Q4	$10K	Hold	106	–	–	0.01%	587
2021 Q3	$9K	Hold	106	–	–	0.01%	596
2021 Q2	$9K	Hold	106	–	–	0.01%	584
2021 Q1	$8K	Hold	106	–	–	0.01%	520
2020 Q4	$6K	Buy	+106	New	+$5.99K	﹤0.01%	519
2020 Q2	–	Sell	-106	Closed	-$7K	–	253
2020 Q1	$7K	Buy	+106	New	+$8.19K	0.01%	455

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

Key Financial Inc's VMRK Position: Q2 2026 in Review

Key Financial Inc held its Vivmark Residential (VMRK) position steady in Q2 2026 at 106 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Key Financial Inc first reported a position in VMRK in Q1 2020 and has held it in 24 quarters since. The position peaked at $10K in Q1 2022. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Key Financial Inc held 106 shares of Vivmark Residential worth $7.2K as of Q2 2026.
Key Financial Inc left its Vivmark Residential share count unchanged in Q2 2026.
Vivmark Residential made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #948 holding.
Key Financial Inc first reported a position in Vivmark Residential in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Vivmark Residential position peaked at $10K in Q1 2022.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.