Empowered Funds’s Velocity Financial VEL Stock Holding History

Empowered Funds’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	$391K	Sell	21,169 -8,000	-27%	-$146K	﹤0.01%	1770
2026 Q1	$528K	Hold	29,169	–	–	﹤0.01%	1630
2025 Q4	$606K	Hold	29,169	–	–	0.01%	717
2025 Q3	$529K	Sell	29,169 -21,883	-43%	-$399K	0.01%	1387
2025 Q2	$947K	Sell	51,052 -58,876	-54%	-$1.03M	0.01%	1094
2025 Q1	$2.06M	Sell	109,928 -35,828	-25%	-$674K	0.03%	730
2024 Q4	$2.85M	Buy	145,756 +7,035	+5%	+$140K	0.04%	573
2024 Q3	$2.72M	Buy	138,721 +6,968	+5%	+$132K	0.04%	555
2024 Q2	$2.36M	Buy	131,753 +9,360	+8%	+$165K	0.04%	558
2024 Q1	$2.2M	Buy	122,393 +9,242	+8%	+$151K	0.04%	581
2023 Q4	$1.95M	Buy	113,151 +10,176	+10%	+$138K	0.05%	525
2023 Q3	$1.16M	Buy	102,975 +8,374	+9%	+$102K	0.03%	621
2023 Q2	$1.09M	Buy	+94,601	New	+$913K	0.04%	590

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Empowered Funds's VEL Position: Q2 2026 in Review

Empowered Funds reduced its Velocity Financial (VEL) stake by 27% in Q2 2026, selling an estimated $146K and leaving 21,169 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Empowered Funds first reported a position in VEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.85M in Q4 2024. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Empowered Funds held 21,169 shares of Velocity Financial worth $391K as of Q2 2026.
Empowered Funds sold 8,000 Velocity Financial shares in Q2 2026, an estimated $146K.
Velocity Financial made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1770 holding.
Empowered Funds first reported a position in Velocity Financial in Q2 2023 and has held it in 13 quarters since.
Empowered Funds's Velocity Financial position peaked at $2.85M in Q4 2024.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.