Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 99 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $305,727 across 6 Mortgage Finance names. VEL ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GHI |
Greystone Housing Impact Investors LP
|
47,128 | $273,342 | |
| 2 | RKT |
Rocket Companies, Inc.
|
1,270 | $20,002 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
167 | $9,134 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
33 | $2,874 | |
| 5 | VEL |
Velocity Financial, Inc.
This page
|
20 | $369 | |
| 6 | UWMC |
UWM Holdings Corp
|
3 | $6 |
All Filings in VEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369 | 20 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||