SF
VMRK

Summit Financial’s Vivmark Residential VMRK Stock Holding History

Summit 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
Q2 		$2.59M Buy
37,734
+4,092
+12% +$265K 0.03% 559
2026
Q1 		$2.01M Sell
33,642
-33,096
-50% -$2.04M 0.03% 575
2025
Q4 		$4.21M Buy
66,738
+4,895
+8% +$300K 0.06% 300
2025
Q3 		$4M Buy
61,843
+2,302
+4% +$151K 0.06% 308
2025
Q2 		$4.06M Buy
59,541
+913
+2% +$62.7K 0.09% 190
2025
Q1 		$4.2M Buy
+58,628
New +$4.14M 0.12% 154

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

Summit Financial's VMRK Position: Q2 2026 in Review

Summit Financial increased its Vivmark Residential (VMRK) stake by 12% in Q2 2026, buying an estimated $265K and bringing the position to 37,734 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #559.

Summit Financial first reported a position in VMRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.21M in Q4 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Summit Financial held 37,734 shares of Vivmark Residential worth $2.59M as of Q2 2026.
  • Summit Financial bought 4,092 Vivmark Residential shares in Q2 2026, an estimated $265K.
  • Vivmark Residential made up 0.03% of Summit Financial's portfolio in Q2 2026, its #559 holding.
  • Summit Financial first reported a position in Vivmark Residential in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial's Vivmark Residential position peaked at $4.21M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.