TPWA
VMRK

Twin Peaks Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Twin Peaks Wealth 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 		– Sell
-179
Closed -$10.6K – 835
2026
Q1 		$10.6K Buy
+179
New +$11K ﹤0.01% 1037
2025
Q3 		– Sell
-106
Closed -$6.65K – 754
2025
Q2 		$6.65K Buy
+106
New +$7.29K ﹤0.01% 1144

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

Twin Peaks Wealth Advisors's VMRK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Vivmark Residential (VMRK) in Q2 2026, closing a stake of 179 shares — an estimated $10.6K sold.

Twin Peaks Wealth Advisors first reported a position in VMRK in Q2 2025 and held it in 2 quarters. The position peaked at $10.6K in Q1 2026. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vivmark Residential position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 179 Vivmark Residential shares in Q2 2026, an estimated $10.6K.
  • Twin Peaks Wealth Advisors first reported a position in Vivmark Residential in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Vivmark Residential position peaked at $10.6K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.