Position in VEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,695
-$2,008 QoQ
Shares Held
146
-43.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 99 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $156,282 across 8 Mortgage Finance names. VEL ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
5,813 | $91,554 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
831 | $45,455 | |
| 3 | ONIT |
Onity Group Inc.
|
155 | $6,161 | |
| 4 | UWMC |
UWM Holdings Corp
|
2,279 | $5,218 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
46 | $4,006 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
146 | $2,695 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
31 | $852 | |
| 8 | LDI |
loanDepot, Inc.
|
273 | $341 |
All Filings in VEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,695 | 146 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,703 | 260 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $14,905 | 718 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $6,385 | 352 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $685 | 37 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||