FFA
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Farther Finance Advisors’s Velocity Financial VEL Stock Holding History

Farther Finance 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 		$886 Buy
48
+31
+182% +$564 ﹤0.01% 5405
2026
Q1 		$306 Buy
17
+2
+13% +$38 ﹤0.01% 5365
2025
Q4 		$311 Buy
+15
New +$282 ﹤0.01% 5132

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's VEL Position: Q2 2026 in Review

Farther Finance Advisors increased its Velocity Financial (VEL) stake by 182% in Q2 2026, buying an estimated $564 and bringing the position to 48 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #5405.

Farther Finance Advisors first reported a position in VEL in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Farther Finance Advisors held 48 shares of Velocity Financial worth $886 as of Q2 2026.
  • Farther Finance Advisors bought 31 Velocity Financial shares in Q2 2026, an estimated $564.
  • Velocity Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5405 holding.
  • Farther Finance Advisors first reported a position in Velocity Financial in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.