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Amalgamated Bank’s Velocity Financial VEL Stock Holding History

Amalgamated Bank’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-360
Closed -$7K – 2772
2025
Q4 		$7K Buy
360
+65
+22% +$1.22K ﹤0.01% 2604
2025
Q3 		$5K Hold
295
– – ﹤0.01% 2802
2025
Q2 		$5K Hold
295
– – ﹤0.01% 2793
2025
Q1 		$6K Hold
295
– – ﹤0.01% 2627
2024
Q4 		$6K Hold
295
– – ﹤0.01% 2690
2024
Q3 		$6K Hold
295
– – ﹤0.01% 2728
2024
Q2 		$5K Hold
295
– – ﹤0.01% 2813
2024
Q1 		$5K Sell
295
-464
-61% -$7.57K ﹤0.01% 2748
2023
Q4 		$13K Sell
759
-88
-10% -$1.19K ﹤0.01% 2821
2023
Q3 		$10K Hold
847
– – ﹤0.01% 2900
2023
Q2 		$10K Sell
847
-81
-9% -$782 ﹤0.01% 2962
2023
Q1 		$8K Sell
928
-180
-16% -$1.72K ﹤0.01% 2852
2022
Q4 		$11K Hold
1,108
– – ﹤0.01% 2873
2022
Q3 		$12K Buy
1,108
+2
+0.2% +$23 ﹤0.01% 2920
2022
Q2 		$12K Buy
1,106
+74
+7% +$786 ﹤0.01% 2971
2022
Q1 		$11K Buy
+1,032
New +$12.7K ﹤0.01% 2947

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Bank's VEL Position: Q1 2026 in Review

Amalgamated Bank sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 360 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in VEL in Q1 2022 and held it in 16 quarters. The position peaked at $13K in Q4 2023. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Amalgamated Bank reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 360 Velocity Financial shares in Q1 2026, an estimated $7K.
  • Amalgamated Bank first reported a position in Velocity Financial in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Velocity Financial position peaked at $13K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.