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Velocity Finl shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Velocity Finl (VEL) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Velocity Finl

Tip: Access up to 7 years of quarterly data

All positions including Velocity Finl held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Velocity Finl by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $925 51 18.14
2025-06-30 $425 23 18.52
2025-03-31 $19 1 19.00
2024-12-31 $20 1 20.00

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Top funds holding Velocity Finl

Snow Phipps Group
Allianz Asset Management
Beach Point Capital Management
BlackRock
Caption Management
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
HAP Trading
Geode Capital Management
Millennium Management
Wolverine Trading
State Street Corporation
Goldman Sachs Group
American Century Companies

View all funds holding Velocity Finl