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 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 $95.4B AUM 38.74% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's VEL Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Velocity Financial (VEL) stake by 36% in Q1 2026, selling an estimated $1.11K and leaving 104 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

EverSource Wealth Advisors first reported a position in VEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.38K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

EverSource Wealth Advisors held 104 shares of Velocity Financial worth $1.88K as of Q1 2026.
EverSource Wealth Advisors sold 59 Velocity Financial shares in Q1 2026, an estimated $1.11K.
Velocity Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3666 holding.
EverSource Wealth Advisors first reported a position in Velocity Financial in Q4 2024 and has held it in 6 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 Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.