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VEL icon

Covestor’s Velocity Financial VEL Stock Holding History

Covestor’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 		$1K Buy
80
+21
+36% +$382 ﹤0.01% 2376
2026
Q1 		$1K Sell
59
-65
-52% -$1.23K ﹤0.01% 2168
2025
Q4 		$3K Sell
124
-26
-17% -$488 ﹤0.01% 1883
2025
Q3 		$3K Buy
150
+51
+52% +$931 ﹤0.01% 1902
2025
Q2 		$2K Sell
99
-23
-19% -$403 ﹤0.01% 1906
2025
Q1 		$2K Buy
122
+6
+5% +$113 ﹤0.01% 1900
2024
Q4 		$2K Buy
116
+94
+427% +$1.87K ﹤0.01% 1950
2024
Q3 		$0 Buy
22
+7
+47% +$132 ﹤0.01% 2811
2024
Q2 		$0 Buy
15
+2
+15% +$35 ﹤0.01% 2795
2024
Q1 		$0 Buy
+13
New +$212 ﹤0.01% 2784
2023
Q4 		– Sell
-1
Closed -$14 – 2761
2023
Q3 		$0 Sell
1
-99
-99% -$1.2K ﹤0.01% 2755
2023
Q2 		$1K Sell
100
-64
-39% -$618 ﹤0.01% 2030
2023
Q1 		$1K Buy
164
+107
+188% +$1.02K ﹤0.01% 1911
2022
Q4 		$1K Buy
57
+53
+1,325% +$531 ﹤0.01% 1952
2022
Q3 		$0 Buy
+4
New +$46 ﹤0.01% 2655

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Covestor's VEL Position: Q2 2026 in Review

Covestor increased its Velocity Financial (VEL) stake by 36% in Q2 2026, buying an estimated $382 and bringing the position to 80 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Covestor first reported a position in VEL in Q3 2022 and has held it in 15 quarters since. The position peaked at $3K in Q4 2025. 43 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Covestor held 80 shares of Velocity Financial worth $1K as of Q2 2026.
  • Covestor bought 21 Velocity Financial shares in Q2 2026, an estimated $382.
  • Velocity Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2376 holding.
  • Covestor first reported a position in Velocity Financial in Q3 2022 and has held it in 15 quarters since.
  • Covestor's Velocity Financial position peaked at $3K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.