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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
Q2 		$1.11K Buy
60
+30
+100% +$546 ﹤0.01% 1335
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 $123B AUM 45.23% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rialto Wealth Management's VEL Position: Q2 2026 in Review

Rialto Wealth Management increased its Velocity Financial (VEL) stake by 100% in Q2 2026, buying an estimated $546 and bringing the position to 60 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Rialto Wealth Management first reported a position in VEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11K in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Rialto Wealth Management held 60 shares of Velocity Financial worth $1.11K as of Q2 2026.
  • Rialto Wealth Management bought 30 Velocity Financial shares in Q2 2026, an estimated $546.
  • Velocity Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1335 holding.
  • Rialto Wealth Management first reported a position in Velocity Financial in Q2 2025 and has held it in 5 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 Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.