Trust Company
VEL icon

Trust Company’s Velocity Financial VEL Stock Holding History

Trust Company’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 		$255 Hold
17
– – ﹤0.01% 858
2026
Q2 		$314 Hold
17
– – ﹤0.01% 842
2026
Q1 		$308 Hold
17
– – ﹤0.01% 821
2025
Q4 		$353 Buy
+17
New +$319 ﹤0.01% 795

Other funds holding VEL

SPG
Snow Phipps Group New York $264M AUM 8.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Trust Company's VEL Position: Q3 2026 in Review

Trust Company held its Velocity Financial (VEL) position steady in Q3 2026 at 17 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Trust Company first reported a position in VEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $353 in Q4 2025. 10 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • Trust Company held 17 shares of Velocity Financial worth $255 as of Q3 2026.
  • Trust Company left its Velocity Financial share count unchanged in Q3 2026.
  • Velocity Financial made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #858 holding.
  • Trust Company first reported a position in Velocity Financial in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Velocity Financial position peaked at $353 in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.