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Essential Partners’s Velocity Financial VEL Stock Holding History

Essential Partners’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 		$2.69K Sell
146
-114
-44% -$2.08K ﹤0.01% 1847
2026
Q1 		$4.7K Sell
260
-458
-64% -$8.65K ﹤0.01% 1599
2025
Q4 		$14.9K Buy
718
+366
+104% +$6.87K ﹤0.01% 1017
2025
Q3 		$6.38K Buy
352
+315
+851% +$5.75K ﹤0.01% 1334
2025
Q2 		$686 Buy
+37
New +$648 ﹤0.01% 1610

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

Essential Partners's VEL Position: Q2 2026 in Review

Essential Partners reduced its Velocity Financial (VEL) stake by 44% in Q2 2026, selling an estimated $2.08K and leaving 146 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Essential Partners first reported a position in VEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.9K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Essential Partners held 146 shares of Velocity Financial worth $2.69K as of Q2 2026.
  • Essential Partners sold 114 Velocity Financial shares in Q2 2026, an estimated $2.08K.
  • Velocity Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1847 holding.
  • Essential Partners first reported a position in Velocity Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Velocity Financial position peaked at $14.9K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.