Position in VEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,975
+$58 QoQ
Shares Held
107
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 99 holders
Holding Since
Dec 2024
7 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, 2026IFP Advisors, Inc holds $166,092 across 8 Mortgage Finance names. VEL ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
6,961 | $109,635 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
489 | $26,748 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
164 | $14,284 | |
| 4 | LDI |
loanDepot, Inc.
|
5,037 | $6,296 | |
| 5 | ONIT |
Onity Group Inc.
|
110 | $4,372 | |
| 6 | UWMC |
UWM Holdings Corp
|
1,191 | $2,727 | |
| 7 | VEL |
Velocity Financial, Inc.
This page
|
107 | $1,975 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
2 | $55 |
All Filings in VEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,975 | 107 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,917 | 106 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,428 | 117 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,505 | 83 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,427 | 77 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $20 | 0 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||