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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
Q2 		$2.33K Buy
+126
New +$2.29K ﹤0.01% 1442

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Physician Wealth Advisors's VEL Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Velocity Financial (VEL) in Q2 2026: 126 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings.

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

  • Physician Wealth Advisors held 126 shares of Velocity Financial worth $2.33K as of Q2 2026.
  • Velocity Financial was a new Physician Wealth Advisors position in Q2 2026.
  • Velocity Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1442 holding.
  • 8 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

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