RF
VMRK

Roxbury Financial’s Vivmark Residential VMRK Stock Holding History

Roxbury Financial’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
Q3 		$1.56K Sell
26
-42
-62% -$2.77K ﹤0.01% 403
2026
Q2 		$4.63K Hold
68
– – ﹤0.01% 346
2026
Q1 		$4K Buy
68
+1
+1% +$62 ﹤0.01% 330
2025
Q4 		$4.22K Buy
67
+1
+2% +$61 ﹤0.01% 323
2025
Q3 		$4.29K Hold
66
– – ﹤0.01% 320
2025
Q2 		$4.44K Buy
66
+1
+2% +$69 ﹤0.01% 312
2025
Q1 		$4.84K Buy
65
+1
+2% +$71 ﹤0.01% 300
2024
Q4 		$4.96K Buy
+64
New +$4.7K ﹤0.01% 329

Other funds holding VMRK

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Roxbury Financial's VMRK Position: Q3 2026 in Review

Roxbury Financial reduced its Vivmark Residential (VMRK) stake by 62% in Q3 2026, selling an estimated $2.77K and leaving 26 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Roxbury Financial first reported a position in VMRK in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.96K in Q4 2024. 6 funds tracked by Wall St. Rank hold VMRK as of Q3 2026.

  • Roxbury Financial held 26 shares of Vivmark Residential worth $1.56K as of Q3 2026.
  • Roxbury Financial sold 42 Vivmark Residential shares in Q3 2026, an estimated $2.77K.
  • Vivmark Residential made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #403 holding.
  • Roxbury Financial first reported a position in Vivmark Residential in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Vivmark Residential position peaked at $4.96K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.