EP
VEL icon

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
Q3 		$1.35K Sell
90
-56
-38% -$980 ﹤0.01% 2072
2026
Q2 		$2.7K 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 $264M AUM 8.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's VEL Position: Q3 2026 in Review

Essential Partners reduced its Velocity Financial (VEL) stake by 38% in Q3 2026, selling an estimated $980 and leaving 90 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Essential Partners first reported a position in VEL in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.9K in Q4 2025. 10 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • Essential Partners held 90 shares of Velocity Financial worth $1.35K as of Q3 2026.
  • Essential Partners sold 56 Velocity Financial shares in Q3 2026, an estimated $980.
  • Velocity Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2072 holding.
  • Essential Partners first reported a position in Velocity Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Velocity Financial position peaked at $14.9K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.