IFP Advisors
VEL icon

IFP Advisors’s Velocity Financial VEL Stock Holding History

IFP 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
Q3 		$2.72K Buy
181
+74
+69% +$1.3K ﹤0.01% 4093
2026
Q2 		$1.98K Buy
107
+1
+0.9% +$18 ﹤0.01% 4239
2026
Q1 		$1.92K Sell
106
-11
-9% -$208 ﹤0.01% 3981
2025
Q4 		$2.43K Buy
117
+34
+41% +$638 ﹤0.01% 3769
2025
Q3 		$1.51K Buy
83
+6
+8% +$110 ﹤0.01% 3800
2025
Q2 		$1.5K Buy
+77
New +$1.35K ﹤0.01% 4027
2025
Q1 		– Hold
0
– – – 4172
2024
Q4 		– Hold
0
– – – 4456

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

IFP Advisors's VEL Position: Q3 2026 in Review

IFP Advisors increased its Velocity Financial (VEL) stake by 69% in Q3 2026, buying an estimated $1.3K and bringing the position to 181 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #4093.

IFP Advisors first reported a position in VEL in Q2 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • IFP Advisors held 181 shares of Velocity Financial worth $2.72K as of Q3 2026.
  • IFP Advisors bought 74 Velocity Financial shares in Q3 2026, an estimated $1.3K.
  • Velocity Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4093 holding.
  • IFP Advisors first reported a position in Velocity Financial in Q2 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.