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VMRK

Root Financial Partners’s Vivmark Residential VMRK Stock Holding History

Root Financial Partners’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 		– Sell
-35
Closed -$2.07K – 1260
2026
Q1 		$2.07K Sell
35
-9
-20% -$555 ﹤0.01% 2298
2025
Q4 		$2.77K Buy
44
+4
+10% +$245 ﹤0.01% 1923
2025
Q3 		$2.59K Buy
+40
New +$2.62K ﹤0.01% 1913

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

Root Financial Partners's VMRK Position: Q2 2026 in Review

Root Financial Partners sold out of Vivmark Residential (VMRK) in Q2 2026, closing a stake of 35 shares — an estimated $2.07K sold.

Root Financial Partners first reported a position in VMRK in Q3 2025 and held it in 3 quarters. The position peaked at $2.77K in Q4 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Root Financial Partners reported no remaining Vivmark Residential position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 Vivmark Residential shares in Q2 2026, an estimated $2.07K.
  • Root Financial Partners first reported a position in Vivmark Residential in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vivmark Residential position peaked at $2.77K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.