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Allworth Financial’s Velocity Financial VEL Stock Holding History

Allworth Financial’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 		$3.67K Sell
199
-61
-23% -$1.11K ﹤0.01% 4279
2026
Q1 		$4.7K Buy
260
+21
+9% +$397 ﹤0.01% 4001
2025
Q4 		$4.96K Buy
239
+116
+94% +$2.18K ﹤0.01% 3719
2025
Q3 		$2.23K Sell
123
-4
-3% -$73 ﹤0.01% 3951
2025
Q2 		$2.35K Buy
+127
New +$2.23K ﹤0.01% 3632

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's VEL Position: Q2 2026 in Review

Allworth Financial reduced its Velocity Financial (VEL) stake by 23% in Q2 2026, selling an estimated $1.11K and leaving 199 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

Allworth Financial first reported a position in VEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.96K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Allworth Financial held 199 shares of Velocity Financial worth $3.67K as of Q2 2026.
  • Allworth Financial sold 61 Velocity Financial shares in Q2 2026, an estimated $1.11K.
  • Velocity Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4279 holding.
  • Allworth Financial first reported a position in Velocity Financial in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Velocity Financial position peaked at $4.96K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.