SPG
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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
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

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Snow Phipps Group's VEL Position: Q2 2026 in Review

Snow Phipps Group held its Velocity Financial (VEL) position steady in Q2 2026 at 13,353,103 shares worth $246M. The position accounts for 75.64% of the portfolio, ranked #1.

Snow Phipps Group first reported a position in VEL in Q1 2020 and has held it in 23 quarters since. The position peaked at $277M in Q4 2025. 6 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Snow Phipps Group held 13,353,103 shares of Velocity Financial worth $246M as of Q2 2026.
  • Snow Phipps Group left its Velocity Financial share count unchanged in Q2 2026.
  • Velocity Financial made up 75.64% of Snow Phipps Group's portfolio in Q2 2026, its #1 holding.
  • Snow Phipps Group first reported a position in Velocity Financial in Q1 2020 and has held it in 23 quarters since.
  • Snow Phipps Group's Velocity Financial position peaked at $277M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Snow Phipps Group's 13F filing for Q2 2026, filed 9 Jul 2026.