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Yorktown Management & Research Company’s Velocity Financial VEL Stock Holding History

Yorktown Management & Research 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
Q2 		– Sell
-13,000
Closed -$235K – 288
2026
Q1 		$235K Hold
13,000
– – 0.2% 198
2025
Q4 		$270K Hold
13,000
– – 0.22% 189
2025
Q3 		$236K Buy
+13,000
New +$237K 0.19% 193

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Yorktown Management & Research Company's VEL Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Velocity Financial (VEL) in Q2 2026, closing a stake of 13,000 shares — an estimated $235K sold.

Yorktown Management & Research Company first reported a position in VEL in Q3 2025 and held it in 3 quarters. The position peaked at $270K in Q4 2025. 19 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Yorktown Management & Research Company reported no remaining Velocity Financial position as of Q2 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 13,000 Velocity Financial shares in Q2 2026, an estimated $235K.
  • Yorktown Management & Research Company first reported a position in Velocity Financial in Q3 2025 and held it in 3 quarters.
  • Yorktown Management & Research Company's Velocity Financial position peaked at $270K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.