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Root Financial Partners’s Velocity Financial VEL Stock Holding History

Root Financial Partners’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 		– Sell
-12
Closed -$217 – 3076
2026
Q1 		$217 Buy
+12
New +$227 ﹤0.01% 3133

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Root Financial Partners's VEL Position: Q2 2026 in Review

Root Financial Partners sold out of Velocity Financial (VEL) in Q2 2026, closing a stake of 12 shares — an estimated $217 sold.

Root Financial Partners first reported a position in VEL in Q1 2026 and held it in 1 quarter. The position peaked at $217 in Q1 2026. 99 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Root Financial Partners reported no remaining Velocity Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 12 Velocity Financial shares in Q2 2026, an estimated $217.
  • Root Financial Partners first reported a position in Velocity Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Velocity Financial position peaked at $217 in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.