Integrated Wealth Concepts’s Velocity Financial VEL Stock Holding History

Integrated Wealth Concepts’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	$8.88K	Buy	+481	New	+$8.75K	﹤0.01%	4635

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's VEL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Velocity Financial (VEL) in Q2 2026: 481 shares worth $8.88K. The stake represents ﹤0.01% of the portfolio and ranks #4635 among its holdings.

100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Integrated Wealth Concepts held 481 shares of Velocity Financial worth $8.88K as of Q2 2026.
Velocity Financial was a new Integrated Wealth Concepts position in Q2 2026.
Velocity Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4635 holding.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.