SVB Wealth’s Vivmark Residential VMRK Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-1,650	Closed	-$118K	–	864
2025 Q1	$118K	Buy	+1,650	New	+$117K	﹤0.01%	378
2022 Q4	–	Sell	-3,232	Closed	-$217K	–	1060
2022 Q3	$217K	Buy	+3,232	New	+$239K	﹤0.01%	823

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth's VMRK Position: Q2 2025 in Review

SVB Wealth sold out of Vivmark Residential (VMRK) in Q2 2025, closing a stake of 1,650 shares — an estimated $118K sold.

SVB Wealth first reported a position in VMRK in Q3 2022 and held it in 2 quarters. The position peaked at $217K in Q3 2022. 708 funds tracked by Wall St. Rank hold VMRK as of Q2 2025.

SVB Wealth reported no remaining Vivmark Residential position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,650 Vivmark Residential shares in Q2 2025, an estimated $118K.
SVB Wealth first reported a position in Vivmark Residential in Q3 2022 and held it in 2 quarters.
SVB Wealth's Vivmark Residential position peaked at $217K in Q3 2022.
708 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.