PWPS
VMRK

Pinnacle Wealth Planning Services’s Vivmark Residential VMRK Stock Holding History

Pinnacle Wealth Planning 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 		$6.45K Buy
95
+6
+7% +$389 ﹤0.01% 2227
2026
Q1 		$5.26K Buy
89
+8
+10% +$493 ﹤0.01% 2250
2025
Q4 		$5.11K Buy
+81
New +$4.97K ﹤0.01% 2272
2021
Q1 		– Sell
-53
Closed -$4K – 849
2020
Q4 		$4K Buy
+53
New +$3K ﹤0.01% 1721

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

Pinnacle Wealth Planning Services's VMRK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vivmark Residential (VMRK) stake by 6.7% in Q2 2026, buying an estimated $389 and bringing the position to 95 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Pinnacle Wealth Planning Services first reported a position in VMRK in Q4 2020 and has held it in 4 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 95 shares of Vivmark Residential worth $6.45K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6 Vivmark Residential shares in Q2 2026, an estimated $389.
  • Vivmark Residential made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2227 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vivmark Residential in Q4 2020 and has held it in 4 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.