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Clearstead Advisors’s Velocity Financial VEL Stock Holding History

Clearstead 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
Q1 		– Sell
-4
Closed -$84 – 2834
2025
Q4 		$84 Buy
4
+3
+300% +$56 ﹤0.01% 2547
2025
Q3 		$19 Buy
+1
New +$18 ﹤0.01% 3024

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's VEL Position: Q1 2026 in Review

Clearstead Advisors sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 4 shares — an estimated $84 sold.

Clearstead Advisors first reported a position in VEL in Q3 2025 and held it in 2 quarters. The position peaked at $84 in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Clearstead Advisors reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 4 Velocity Financial shares in Q1 2026, an estimated $84.
  • Clearstead Advisors first reported a position in Velocity Financial in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Velocity Financial position peaked at $84 in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.