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Avion Wealth’s Velocity Financial VEL Stock Holding History

Avion Wealth’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 		$0 Buy
+30
New +$546 ﹤0.01% 1758

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

Avion Wealth's VEL Position: Q2 2026 in Review

Avion Wealth opened a new position in Velocity Financial (VEL) in Q2 2026: 30 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings.

100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Avion Wealth held 30 shares of Velocity Financial worth $0 as of Q2 2026.
  • Velocity Financial was a new Avion Wealth position in Q2 2026.
  • Velocity Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1758 holding.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.