B
VEL icon

Bailard’s Velocity Financial VEL Stock Holding History

Bailard’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
2025
Q1 		– Sell
-14,000
Closed -$274K – 847
2024
Q4 		$274K Sell
14,000
-700
-5% -$13.9K 0.01% 606
2024
Q3 		$288K Buy
+14,700
New +$277K 0.01% 593
2024
Q2 		– Sell
-13,980
Closed -$252K – 821
2024
Q1 		$252K Sell
13,980
-1,200
-8% -$19.6K 0.01% 622
2023
Q4 		$261K Buy
15,180
+100
+0.7% +$1.35K 0.01% 581
2023
Q3 		$170K Sell
15,080
-4,303
-22% -$52.3K 0.01% 668
2023
Q2 		$223K Buy
+19,383
New +$187K 0.01% 615

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 $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Bailard's VEL Position: Q1 2025 in Review

Bailard sold out of Velocity Financial (VEL) in Q1 2025, closing a stake of 14,000 shares — an estimated $274K sold.

Bailard first reported a position in VEL in Q2 2023 and held it in 6 quarters. The position peaked at $288K in Q3 2024. 81 funds tracked by Wall St. Rank hold VEL as of Q1 2025.

  • Bailard reported no remaining Velocity Financial position as of Q1 2025 after selling out during the quarter.
  • Bailard sold 14,000 Velocity Financial shares in Q1 2025, an estimated $274K.
  • Bailard first reported a position in Velocity Financial in Q2 2023 and held it in 6 quarters.
  • Bailard's Velocity Financial position peaked at $288K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.