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 Q1	$217	Buy	+12	New	+$227	﹤0.01%	3133

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's VEL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Velocity Financial (VEL) in Q1 2026: 12 shares worth $217. The stake represents ﹤0.01% of the portfolio and ranks #3133 among its holdings.

100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

Root Financial Partners held 12 shares of Velocity Financial worth $217 as of Q1 2026.
Velocity Financial was a new Root Financial Partners position in Q1 2026.
Velocity Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3133 holding.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.