Clearstead Advisors’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
Other funds holding VEL
SPG
BPCM
Clearstead Advisors's VEL Position: Q2 2026 in Review
Clearstead Advisors opened a new position in Velocity Financial (VEL) in Q2 2026: 3 shares worth $56. The stake represents ﹤0.01% of the portfolio and ranks #3464 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in VEL as recently as Q4 2025.
Clearstead Advisors first reported a position in VEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $84 in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.
- Clearstead Advisors held 3 shares of Velocity Financial worth $56 as of Q2 2026.
- Velocity Financial was a new Clearstead Advisors position in Q2 2026.
- Velocity Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3464 holding.
- Clearstead Advisors first reported a position in Velocity Financial in Q3 2025 and has held it in 3 quarters since.
- Clearstead Advisors's Velocity Financial position peaked at $84 in Q4 2025.
- 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.