PWM
VMRK

Perigon Wealth Management’s Vivmark Residential VMRK Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-82,554
Closed -$5.2M – 1329
2025
Q4 		$5.2M Sell
82,554
-774
-0.9% -$47.5K 0.09% 199
2025
Q3 		$5.39M Buy
83,328
+1,344
+2% +$87.9K 0.11% 178
2025
Q2 		$5.53M Buy
81,984
+712
+0.9% +$48.9K 0.13% 156
2025
Q1 		$5.82M Buy
81,272
+857
+1% +$60.5K 0.15% 140
2024
Q4 		$5.65M Buy
80,415
+778
+1% +$57.1K 0.14% 144
2024
Q3 		$5.93M Buy
79,637
+35,332
+80% +$2.55M 0.16% 135
2024
Q2 		$3.07M Buy
44,305
+601
+1% +$39.1K 0.09% 198
2024
Q1 		$2.76M Buy
43,704
+566
+1% +$34.5K 0.08% 213
2023
Q4 		$2.64M Buy
43,138
+968
+2% +$56K 0.09% 190
2023
Q3 		$2.48M Sell
42,170
-307
-0.7% -$19.8K 0.1% 185
2023
Q2 		$2.8M Buy
+42,477
New +$2.65M 0.11% 172
2021
Q1 		– Sell
-407
Closed -$24K – 651
2020
Q4 		$24K Buy
+407
New +$23K ﹤0.01% 980
2017
Q2 		– Sell
-1,150
Closed -$72K – 592
2017
Q1 		$72K Buy
+1,150
New +$71.9K 0.02% 345

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Perigon Wealth Management's VMRK Position: Q1 2026 in Review

Perigon Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2026, closing a stake of 82,554 shares — an estimated $5.2M sold.

Perigon Wealth Management first reported a position in VMRK in Q1 2017 and held it in 13 quarters. The position peaked at $5.93M in Q3 2024. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.

  • Perigon Wealth Management reported no remaining Vivmark Residential position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 82,554 Vivmark Residential shares in Q1 2026, an estimated $5.2M.
  • Perigon Wealth Management first reported a position in Vivmark Residential in Q1 2017 and held it in 13 quarters.
  • Perigon Wealth Management's Vivmark Residential position peaked at $5.93M in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.