Physician Wealth Advisors
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Physician Wealth Advisors’s Velocity Financial VEL Stock Holding History

Physician Wealth 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 		– Sell
-126
Closed -$2.33K – 2605
2026
Q2 		$2.33K Buy
+126
New +$2.29K ﹤0.01% 1442

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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
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

Physician Wealth Advisors's VEL Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Velocity Financial (VEL) in Q3 2026, closing a stake of 126 shares — an estimated $2.33K sold.

Physician Wealth Advisors first reported a position in VEL in Q2 2026 and held it in 1 quarter. The position peaked at $2.33K in Q2 2026. 15 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Velocity Financial position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 126 Velocity Financial shares in Q3 2026, an estimated $2.33K.
  • Physician Wealth Advisors first reported a position in Velocity Financial in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Velocity Financial position peaked at $2.33K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.