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Transamerica Financial Advisors’s Velocity Financial VEL Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-3
Closed -$62 – 2097
2025
Q4 		$62 Buy
+3
New +$56 ﹤0.01% 1745

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Dimensional Fund Advisors
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Adage Capital Partners
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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transamerica Financial Advisors's VEL Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 3 shares — an estimated $62 sold.

Transamerica Financial Advisors first reported a position in VEL in Q4 2025 and held it in 1 quarter. The position peaked at $62 in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3 Velocity Financial shares in Q1 2026, an estimated $62.
  • Transamerica Financial Advisors first reported a position in Velocity Financial in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Velocity Financial position peaked at $62 in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.