Root Financial Partners
VEL icon

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
Q3 		$195 Buy
+13
New +$227 ﹤0.01% 3514
2026
Q2 		– Sell
-12
Closed -$217 – 3076
2026
Q1 		$217 Buy
+12
New +$227 ﹤0.01% 3133

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Geode Capital Management
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Creative Planning
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NFJ Investment Group
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Bank of New York Mellon
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UBS Group
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Squarepoint
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Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Root Financial Partners's VEL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Velocity Financial (VEL) in Q3 2026: 13 shares worth $195. The stake represents ﹤0.01% of the portfolio and ranks #3514 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VEL as recently as Q1 2026.

Root Financial Partners first reported a position in VEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $217 in Q1 2026. 48 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • Root Financial Partners held 13 shares of Velocity Financial worth $195 as of Q3 2026.
  • Velocity Financial was a new Root Financial Partners position in Q3 2026.
  • Velocity Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3514 holding.
  • Root Financial Partners first reported a position in Velocity Financial in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Velocity Financial position peaked at $217 in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.