ROTHSCHILD INVESTMENT LLC

Position in VEL — Velocity Financial, Inc.

CIK 85338 CHICAGO, IL

Position in VEL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,273

+$224 QoQ

Shares Held

+19.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#83

of 99 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $156,244 across 6 Mortgage Finance names. VEL ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	5,616	$88,452
2	UWMC	UWM Holdings Corp	14,798	$33,887
3	WD	Walker & Dunlop, Inc.	401	$21,934
4	PFSI	PennyMac Financial Services, Inc.	95	$8,274
5	ONIT	Onity Group Inc.	61	$2,424
6	VEL	Velocity Financial, Inc. This page	69	$1,273

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,273	69	+19.0%	Shares	Sole	2026-08-06
2026-03-31	$1,049	58	-4.9%	Shares	Sole	2026-05-07
2025-12-31	$1,266	61	+74.3%	Shares	Sole	2026-02-10
2025-09-30	$634	35	+600.0%	Shares	Sole	2025-11-07
2024-12-31	$97	5	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.