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Arax Advisory Partners’s Velocity Financial VEL Stock Holding History

Arax Advisory Partners’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
2025
Q4 		– Sell
-623
Closed -$11.3K – 4547
2025
Q3 		$11.3K Buy
+623
New +$11.4K ﹤0.01% 2541
2024
Q4 		– Sell
-7
Closed -$138 – 2758
2024
Q3 		$138 Hold
7
– – ﹤0.01% 2537
2024
Q2 		$126 Buy
+7
New +$123 ﹤0.01% 2476

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 $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arax Advisory Partners's VEL Position: Q4 2025 in Review

Arax Advisory Partners sold out of Velocity Financial (VEL) in Q4 2025, closing a stake of 623 shares — an estimated $11.3K sold.

Arax Advisory Partners first reported a position in VEL in Q2 2024 and held it in 3 quarters. The position peaked at $11.3K in Q3 2025. 107 funds tracked by Wall St. Rank hold VEL as of Q4 2025.

  • Arax Advisory Partners reported no remaining Velocity Financial position as of Q4 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 623 Velocity Financial shares in Q4 2025, an estimated $11.3K.
  • Arax Advisory Partners first reported a position in Velocity Financial in Q2 2024 and held it in 3 quarters.
  • Arax Advisory Partners's Velocity Financial position peaked at $11.3K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Velocity Financial as of Q4 2025.

Based on Arax Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.