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Rothschild Investment LLC’s Velocity Financial VEL Stock Holding History

Rothschild Investment LLC’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 		$1.27K Buy
69
+11
+19% +$200 ﹤0.01% 2956
2026
Q1 		$1.05K Sell
58
-3
-5% -$57 ﹤0.01% 2850
2025
Q4 		$1.27K Buy
61
+26
+74% +$488 ﹤0.01% 2587
2025
Q3 		$635 Buy
+35
New +$639 ﹤0.01% 2756
2025
Q1 		– Sell
-5
Closed -$98 – 3095
2024
Q4 		$98 Buy
+5
New +$99 ﹤0.01% 2904

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Rothschild Investment LLC's VEL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Velocity Financial (VEL) stake by 19% in Q2 2026, buying an estimated $200 and bringing the position to 69 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Rothschild Investment LLC first reported a position in VEL in Q4 2024 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Rothschild Investment LLC held 69 shares of Velocity Financial worth $1.27K as of Q2 2026.
  • Rothschild Investment LLC bought 11 Velocity Financial shares in Q2 2026, an estimated $200.
  • Velocity Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2956 holding.
  • Rothschild Investment LLC first reported a position in Velocity Financial in Q4 2024 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.