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Rialto Wealth Management’s Velocity Financial VEL Stock Holding History

Rialto Wealth Management’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
Q1 		$543 Hold
30
– – ﹤0.01% 1328
2025
Q4 		$623 Hold
30
– – ﹤0.01% 1169
2025
Q3 		$545 Sell
30
-30
-50% -$548 ﹤0.01% 1183
2025
Q2 		$1.11K Buy
+60
New +$1.05K ﹤0.01% 814

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's VEL Position: Q1 2026 in Review

Rialto Wealth Management held its Velocity Financial (VEL) position steady in Q1 2026 at 30 shares worth $543. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Rialto Wealth Management first reported a position in VEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.11K in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Rialto Wealth Management held 30 shares of Velocity Financial worth $543 as of Q1 2026.
  • Rialto Wealth Management left its Velocity Financial share count unchanged in Q1 2026.
  • Velocity Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1328 holding.
  • Rialto Wealth Management first reported a position in Velocity Financial in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Velocity Financial position peaked at $1.11K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.