SPFA
VMRK

Summit Place Financial Advisors’s Vivmark Residential VMRK Stock Holding History

Summit Place Financial Advisors’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 		$2.37M Buy
34,962
+6,300
+22% +$408K 1.04% 39
2026
Q1 		$1.7M Buy
28,662
+1,147
+4% +$70.8K 0.81% 49
2025
Q4 		$1.73M Sell
27,515
-1,550
-5% -$95.1K 0.84% 45
2025
Q3 		$1.88M Buy
29,065
+1,515
+5% +$99.1K 0.89% 43
2025
Q2 		$1.86M Buy
27,550
+3,600
+15% +$247K 0.94% 43
2025
Q1 		$1.71M Buy
23,950
+3,065
+15% +$216K 0.97% 41
2024
Q4 		$1.5M Buy
20,885
+1,850
+10% +$136K 0.85% 45
2024
Q3 		$1.42M Buy
19,035
+13,035
+217% +$941K 0.79% 47
2024
Q2 		$416K Hold
6,000
– – 0.25% 73
2024
Q1 		$379K Hold
6,000
– – 0.22% 74
2023
Q4 		$367K Hold
6,000
– – 0.24% 72
2023
Q3 		$352K Hold
6,000
– – 0.25% 76
2023
Q2 		$396K Hold
6,000
– – 0.26% 73
2023
Q1 		$360K Sell
6,000
-15,900
-73% -$976K 0.26% 75
2022
Q4 		$1.29M Buy
21,900
+1,775
+9% +$111K 1.06% 43
2022
Q3 		$1.35M Sell
20,125
-750
-4% -$55.5K 1.26% 34
2022
Q2 		$1.51M Buy
20,875
+2,725
+15% +$216K 1.27% 34
2022
Q1 		$1.63M Buy
18,150
+12,150
+203% +$1.07M 1.1% 40
2021
Q4 		$543K Hold
6,000
– – 0.38% 70
2021
Q3 		$486K Hold
6,000
– – 0.35% 72
2021
Q2 		$462K Hold
6,000
– – 0.34% 78
2021
Q1 		$430K Buy
+6,000
New +$397K 0.35% 79

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 Place Financial Advisors's VMRK Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Vivmark Residential (VMRK) stake by 22% in Q2 2026, buying an estimated $408K and bringing the position to 34,962 shares worth $2.37M. The position accounts for 1.04% of the portfolio, ranked #39.

Summit Place Financial Advisors first reported a position in VMRK in Q1 2021 and has held it in 22 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Summit Place Financial Advisors held 34,962 shares of Vivmark Residential worth $2.37M as of Q2 2026.
  • Summit Place Financial Advisors bought 6,300 Vivmark Residential shares in Q2 2026, an estimated $408K.
  • Vivmark Residential made up 1.04% of Summit Place Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Summit Place Financial Advisors first reported a position in Vivmark Residential in Q1 2021 and has held it in 22 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.