Farther Finance Advisors, LLC
Position in VEL — Velocity Financial, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in VEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$886
+$579 QoQ
Shares Held
48
+182.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 99 holders
Holding Since
Dec 2025
3 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, 2026Farther Finance Advisors, LLC holds $511,218 across 7 Mortgage Finance names. VEL ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,666 | $451,489 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
748 | $40,915 | |
| 3 | UWMC |
UWM Holdings Corp
|
2,985 | $6,835 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
75 | $6,532 | |
| 5 | LDI |
loanDepot, Inc.
|
2,600 | $3,250 | |
| 6 | ONIT |
Onity Group Inc.
|
33 | $1,311 | |
| 7 | VEL |
Velocity Financial, Inc.
This page
|
48 | $886 |
All Filings in VEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886 | 48 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $307 | 17 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $311 | 15 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||