Snow Phipps Group’s Velocity Financial VEL Stock Holding History

Snow Phipps Group’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	$201M	Hold	13,353,103	–	–	75.94%	1
2026 Q2	$246M	Hold	13,353,103	–	–	75.64%	1
2026 Q1	$242M	Hold	13,353,103	–	–	76.06%	1
2025 Q4	$277M	Hold	13,353,103	–	–	79.04%	1
2025 Q3	$242M	Hold	13,353,103	–	–	77.89%	1
2025 Q2	$248M	Hold	13,353,103	–	–	82.94%	1
2025 Q1	$250M	Buy	13,353,103 +1,080,338	+9%	+$20.3M	84.88%	1
2024 Q4	$240M	Hold	12,272,765	–	–	82.96%	1
2024 Q3	$241M	Hold	12,272,765	–	–	84.32%	1
2024 Q2	$220M	Hold	12,272,765	–	–	84.55%	1
2024 Q1	$221M	Hold	12,272,765	–	–	75.94%	1
2023 Q4	$211M	Hold	12,272,765	–	–	76.24%	1
2023 Q3	$139M	Hold	12,272,765	–	–	66.5%	1
2023 Q2	$142M	Hold	12,272,765	–	–	70.27%	1
2023 Q1	$111M	Hold	12,272,765	–	–	65.58%	1
2022 Q4	$118M	Hold	12,272,765	–	–	71.34%	1
2022 Q3	$133M	Hold	12,272,765	–	–	71.84%	1
2022 Q2	$135M	Hold	12,272,765	–	–	70.23%	1
2022 Q1	$134M	Hold	12,272,765	–	–	69.65%	1
2021 Q4	$168M	Buy	12,272,765 +5,194,804	+73%	+$67M	73.56%	1
2021 Q3	$93.1M	Hold	7,077,961	–	–	72.45%	1
2021 Q2	$88.4M	Buy	+7,077,961	New	+$75.1M	74.52%	1
2020 Q4	$44.1M	Buy	+7,077,961	New	+$38.7M	68.9%	1
2020 Q1	$62.8M	Buy	+7,077,961	New	+$82.6M	68.94%	1

Other funds holding VEL

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Snow Phipps Group's VEL Position: Q3 2026 in Review

Snow Phipps Group held its Velocity Financial (VEL) position steady in Q3 2026 at 13,353,103 shares worth $201M. The position accounts for 75.94% of the portfolio, ranked #1.

Snow Phipps Group first reported a position in VEL in Q1 2020 and has held it in 24 quarters since. The position peaked at $277M in Q4 2025. 10 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

Snow Phipps Group held 13,353,103 shares of Velocity Financial worth $201M as of Q3 2026.
Snow Phipps Group left its Velocity Financial share count unchanged in Q3 2026.
Velocity Financial made up 75.94% of Snow Phipps Group's portfolio in Q3 2026, its #1 holding.
Snow Phipps Group first reported a position in Velocity Financial in Q1 2020 and has held it in 24 quarters since.
Snow Phipps Group's Velocity Financial position peaked at $277M in Q4 2025.
10 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Snow Phipps Group's 13F filing for Q3 2026, filed 7 Oct 2026.