EverSource Wealth Advisors’s Velocity Financial VEL Stock Holding History

EverSource Wealth Advisors’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	$923	Sell	50 -54	-52%	-$983	﹤0.01%	3993
2026 Q1	$1.88K	Sell	104 -59	-36%	-$1.11K	﹤0.01%	3666
2025 Q4	$3.38K	Buy	163 +112	+220%	+$2.1K	﹤0.01%	3287
2025 Q3	$925	Buy	51 +28	+122%	+$511	﹤0.01%	3785
2025 Q2	$426	Buy	23 +22	+2,200%	+$385	﹤0.01%	3937
2025 Q1	$19	Hold	1	–	–	﹤0.01%	3971
2024 Q4	$20	Buy	+1	New	+$20	﹤0.01%	3713

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

EverSource Wealth Advisors's VEL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Velocity Financial (VEL) stake by 52% in Q2 2026, selling an estimated $983 and leaving 50 shares worth $923. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

EverSource Wealth Advisors first reported a position in VEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

EverSource Wealth Advisors held 50 shares of Velocity Financial worth $923 as of Q2 2026.
EverSource Wealth Advisors sold 54 Velocity Financial shares in Q2 2026, an estimated $983.
Velocity Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3993 holding.
EverSource Wealth Advisors first reported a position in Velocity Financial in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Velocity Financial position peaked at $3.38K in Q4 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.