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Cornerstone Planning Group’s Velocity Financial VEL Stock Holding History

Cornerstone Planning Group’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 		– Sell
-106
Closed -$2.05K – 1952
2026
Q1 		$2.05K Buy
106
+28
+36% +$529 ﹤0.01% 1294
2025
Q4 		$1.58K Buy
78
+44
+129% +$826 ﹤0.01% 1242
2025
Q3 		$1.62K Sell
34
-8
-19% -$146 ﹤0.01% 1210
2025
Q2 		$698 Buy
+42
New +$736 ﹤0.01% 1200

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

Cornerstone Planning Group's VEL Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Velocity Financial (VEL) in Q2 2026, closing a stake of 106 shares — an estimated $2.05K sold.

Cornerstone Planning Group first reported a position in VEL in Q2 2025 and held it in 4 quarters. The position peaked at $2.05K in Q1 2026. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Velocity Financial position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 106 Velocity Financial shares in Q2 2026, an estimated $2.05K.
  • Cornerstone Planning Group first reported a position in Velocity Financial in Q2 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Velocity Financial position peaked at $2.05K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.