Smartleaf Asset Management LLC

Position in VEL — Velocity Financial, Inc.

CIK 2010393 BOSTON, MA

Position in VEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$73

+$1 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#97

of 99 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $233,609 across 5 Mortgage Finance names. VEL ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	12,237	$192,732
2	PFSI	PennyMac Financial Services, Inc.	278	$24,213
3	WD	Walker & Dunlop, Inc.	279	$15,261
4	UWMC	UWM Holdings Corp	581	$1,330
5	VEL	Velocity Financial, Inc. This page	4	$73

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73	4	0.0%	Shares	Sole	2026-08-12
2026-03-31	$72	4	0.0%	Shares	Sole	2026-05-15
2025-12-31	$83	4	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.