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Summit Securities Group’s Velocity Financial VEL Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,717
Closed -$31.8K – 1379
2025
Q2 		$31.8K Buy
+1,717
New +$30.1K 0.01% 620
2023
Q3 		– Sell
-326
Closed -$4K – 1039
2023
Q2 		$4K Buy
+326
New +$3.15K ﹤0.01% 828

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's VEL Position: Q3 2025 in Review

Summit Securities Group sold out of Velocity Financial (VEL) in Q3 2025, closing a stake of 1,717 shares — an estimated $31.8K sold.

Summit Securities Group first reported a position in VEL in Q2 2023 and held it in 2 quarters. The position peaked at $31.8K in Q2 2025. 106 funds tracked by Wall St. Rank hold VEL as of Q3 2025.

  • Summit Securities Group reported no remaining Velocity Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,717 Velocity Financial shares in Q3 2025, an estimated $31.8K.
  • Summit Securities Group first reported a position in Velocity Financial in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's Velocity Financial position peaked at $31.8K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.