Carson Wealth (CWM LLC)
VEL icon

Carson Wealth (CWM LLC)’s Velocity Financial VEL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$64.7K Sell
3,574
-1,323
-27% -$25K ﹤0.01% 3621
2025
Q4 		$102K Buy
4,897
+2,791
+133% +$52.4K ﹤0.01% 3050
2025
Q3 		$38K Sell
2,106
-2,415
-53% -$44.1K ﹤0.01% 3743
2025
Q2 		$84K Sell
4,521
-996
-18% -$17.4K ﹤0.01% 2873
2025
Q1 		$103K Buy
5,517
+868
+19% +$16.3K ﹤0.01% 2408
2024
Q4 		$91K Buy
4,649
+537
+13% +$10.7K ﹤0.01% 2349
2024
Q3 		$81K Buy
4,112
+4,074
+10,721% +$76.9K ﹤0.01% 2337
2024
Q2 		$1K Buy
38
+37
+3,700% +$653 ﹤0.01% 4511
2024
Q1 		$0 Buy
+1
New +$16 ﹤0.01% 4778

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VEL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Velocity Financial (VEL) stake by 27% in Q1 2026, selling an estimated $25K and leaving 3,574 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Carson Wealth (CWM LLC) first reported a position in VEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $103K in Q1 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,574 shares of Velocity Financial worth $64.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,323 Velocity Financial shares in Q1 2026, an estimated $25K.
  • Velocity Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3621 holding.
  • Carson Wealth (CWM LLC) first reported a position in Velocity Financial in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Velocity Financial position peaked at $103K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.