Position in VEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,131
-$170 QoQ
Shares Held
603
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 99 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $1,664,443 across 8 Mortgage Finance names. VEL ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
46,206 | $727,744 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
10,112 | $553,126 | |
| 3 | UWMC |
UWM Holdings Corp
|
88,206 | $201,991 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
1,178 | $102,603 | |
| 5 | ONIT |
Onity Group Inc.
|
1,294 | $51,436 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
603 | $11,131 | |
| 7 | LDI |
loanDepot, Inc.
|
6,794 | $8,492 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
288 | $7,920 |
All Filings in VEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,131 | 603 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $11,301 | 623 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $137 | 7 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $125 | 7 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||