Versant Capital Management’s Velocity Financial VEL Stock Holding History

Versant Capital Management’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	$757	Sell	41 -1,228	-97%	-$22.3K	﹤0.01%	2673
2026 Q1	$23K	Buy	1,269 +666	+110%	+$12.6K	﹤0.01%	1735
2025 Q4	$12.5K	Hold	603	–	–	﹤0.01%	1901
2025 Q3	$10.9K	Buy	+603	New	+$11K	﹤0.01%	1900

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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

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

Versant Capital Management's VEL Position: Q2 2026 in Review

Versant Capital Management reduced its Velocity Financial (VEL) stake by 97% in Q2 2026, selling an estimated $22.3K and leaving 41 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Versant Capital Management first reported a position in VEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $23K in Q1 2026. 6 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Versant Capital Management held 41 shares of Velocity Financial worth $757 as of Q2 2026.
Versant Capital Management sold 1,228 Velocity Financial shares in Q2 2026, an estimated $22.3K.
Velocity Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2673 holding.
Versant Capital Management first reported a position in Velocity Financial in Q3 2025 and has held it in 4 quarters since.
Versant Capital Management's Velocity Financial position peaked at $23K in Q1 2026.
6 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.