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ALPS Advisors’s Velocity Financial VEL Stock Holding History

ALPS Advisors’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 		$532K Buy
28,800
+353
+1% +$6.42K ﹤0.01% 957
2026
Q1 		$515K Buy
28,447
+3,880
+16% +$73.3K ﹤0.01% 765
2025
Q4 		$510K Buy
24,567
+207
+0.8% +$3.89K ﹤0.01% 722
2025
Q3 		$442K Buy
+24,360
New +$445K ﹤0.01% 832

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

ALPS Advisors's VEL Position: Q2 2026 in Review

ALPS Advisors increased its Velocity Financial (VEL) stake by 1.2% in Q2 2026, buying an estimated $6.42K and bringing the position to 28,800 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

ALPS Advisors first reported a position in VEL in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • ALPS Advisors held 28,800 shares of Velocity Financial worth $532K as of Q2 2026.
  • ALPS Advisors bought 353 Velocity Financial shares in Q2 2026, an estimated $6.42K.
  • Velocity Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #957 holding.
  • ALPS Advisors first reported a position in Velocity Financial in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

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