IA
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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
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 $326M AUM 11.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

IFP Advisors's VEL Position: Q2 2026 in Review

IFP Advisors increased its Velocity Financial (VEL) stake by 0.94% in Q2 2026, buying an estimated $18 and bringing the position to 107 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #4239.

IFP Advisors first reported a position in VEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43K in Q4 2025. 8 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • IFP Advisors held 107 shares of Velocity Financial worth $1.98K as of Q2 2026.
  • IFP Advisors bought 1 Velocity Financial share in Q2 2026, an estimated $18.
  • Velocity Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4239 holding.
  • IFP Advisors first reported a position in Velocity Financial in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Velocity Financial position peaked at $2.43K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.