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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
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 $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

Cornerstone Planning Group's VEL Position: Q1 2026 in Review

Cornerstone Planning Group increased its Velocity Financial (VEL) stake by 36% in Q1 2026, buying an estimated $529 and bringing the position to 106 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Cornerstone Planning Group first reported a position in VEL in Q2 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Cornerstone Planning Group held 106 shares of Velocity Financial worth $2.05K as of Q1 2026.
  • Cornerstone Planning Group bought 28 Velocity Financial shares in Q1 2026, an estimated $529.
  • Velocity Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1294 holding.
  • Cornerstone Planning Group first reported a position in Velocity Financial in Q2 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.