OFS
VMRK

OneAscent Financial Services’s Vivmark Residential VMRK Stock Holding History

OneAscent Financial 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
2025
Q2 		– Sell
-3,745
Closed -$269K – 542
2025
Q1 		$269K Buy
+3,745
New +$264K 0.02% 420

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State Street
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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OneAscent Financial Services's VMRK Position: Q2 2025 in Review

OneAscent Financial Services sold out of Vivmark Residential (VMRK) in Q2 2025, closing a stake of 3,745 shares — an estimated $269K sold.

OneAscent Financial Services first reported a position in VMRK in Q1 2025 and held it in 1 quarter. The position peaked at $269K in Q1 2025. 708 funds tracked by Wall St. Rank hold VMRK as of Q2 2025.

  • OneAscent Financial Services reported no remaining Vivmark Residential position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 3,745 Vivmark Residential shares in Q2 2025, an estimated $269K.
  • OneAscent Financial Services first reported a position in Vivmark Residential in Q1 2025 and held it in 1 quarter.
  • OneAscent Financial Services's Vivmark Residential position peaked at $269K in Q1 2025.
  • 708 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.