KWA
VMRK

Kingswood Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Kingswood Wealth Advisors’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 		$719K Sell
10,581
-228
-2% -$14.8K 0.03% 503
2026
Q1 		$639K Sell
10,809
-162
-1% -$9.99K 0.03% 489
2025
Q4 		$692K Sell
10,971
-305
-3% -$18.7K 0.03% 433
2025
Q3 		$730K Sell
11,276
-484
-4% -$31.6K 0.04% 375
2025
Q2 		$794K Hold
11,760
– – 0.06% 303
2025
Q1 		$842K Sell
11,760
-748
-6% -$52.8K 0.08% 285
2024
Q4 		$898K Sell
12,508
-1,267
-9% -$93.1K 0.07% 297
2024
Q3 		$1.03M Sell
13,775
-363
-3% -$26.2K 0.07% 287
2024
Q2 		$980K Buy
14,138
+4,671
+49% +$304K 0.09% 237
2024
Q1 		$597K Sell
9,467
-6,254
-40% -$381K 0.07% 302
2023
Q4 		$961K Buy
+15,721
New +$910K 0.11% 202

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

Kingswood Wealth Advisors's VMRK Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Vivmark Residential (VMRK) stake by 2.1% in Q2 2026, selling an estimated $14.8K and leaving 10,581 shares worth $719K. The position accounts for 0.03% of the portfolio, ranked #503.

Kingswood Wealth Advisors first reported a position in VMRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Kingswood Wealth Advisors held 10,581 shares of Vivmark Residential worth $719K as of Q2 2026.
  • Kingswood Wealth Advisors sold 228 Vivmark Residential shares in Q2 2026, an estimated $14.8K.
  • Vivmark Residential made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #503 holding.
  • Kingswood Wealth Advisors first reported a position in Vivmark Residential in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Vivmark Residential position peaked at $1.03M in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.