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HRT Financial’s Velocity Financial VEL Stock Holding History

HRT Financial’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 		– Sell
-14,052
Closed -$254K – 5423
2026
Q1 		$254K Sell
14,052
-2,415
-15% -$45.6K ﹤0.01% 3019
2025
Q4 		$341K Sell
16,467
-48,076
-74% -$903K ﹤0.01% 2317
2025
Q3 		$1.17M Buy
+64,543
New +$1.18M ﹤0.01% 1439
2025
Q2 		– Sell
-11,312
Closed -$211K – 3580
2025
Q1 		$211K Buy
+11,312
New +$213K ﹤0.01% 1994

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

HRT Financial's VEL Position: Q2 2026 in Review

HRT Financial sold out of Velocity Financial (VEL) in Q2 2026, closing a stake of 14,052 shares — an estimated $254K sold.

HRT Financial first reported a position in VEL in Q1 2025 and held it in 4 quarters. The position peaked at $1.17M in Q3 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • HRT Financial reported no remaining Velocity Financial position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 14,052 Velocity Financial shares in Q2 2026, an estimated $254K.
  • HRT Financial first reported a position in Velocity Financial in Q1 2025 and held it in 4 quarters.
  • HRT Financial's Velocity Financial position peaked at $1.17M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.