Position in VEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,707
+$3,043 QoQ
Shares Held
255
+177.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 99 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $485,321 across 6 Mortgage Finance names. VEL ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
25,361 | $399,435 | |
| 2 | UWMC |
UWM Holdings Corp
|
14,211 | $32,543 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
514 | $28,115 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
174 | $15,155 | |
| 5 | ONIT |
Onity Group Inc.
|
135 | $5,366 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
255 | $4,707 |
All Filings in VEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,707 | 255 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,664 | 92 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,574 | 124 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,503 | 138 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,743 | 148 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||