Advisory Services Network’s Velocity Financial VEL Stock Holding History

Advisory Services Network’s Portfolio VEL Stock Details VEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-36	Closed	-$651	–	4527
2026 Q1	$651	Buy	+36	New	+$680	﹤0.01%	4378
2025 Q4	–	Sell	-36	Closed	-$653	–	4148
2025 Q3	$653	Buy	+36	New	+$657	﹤0.01%	4010

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Advisory Services Network's VEL Position: Q2 2026 in Review

Advisory Services Network sold out of Velocity Financial (VEL) in Q2 2026, closing a stake of 36 shares — an estimated $651 sold.

Advisory Services Network first reported a position in VEL in Q3 2025 and held it in 2 quarters. The position peaked at $653 in Q3 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Advisory Services Network reported no remaining Velocity Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 36 Velocity Financial shares in Q2 2026, an estimated $651.
Advisory Services Network first reported a position in Velocity Financial in Q3 2025 and held it in 2 quarters.
Advisory Services Network's Velocity Financial position peaked at $653 in Q3 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.