Bank of America
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Bank of America’s Velocity Financial VEL Stock Holding History

Bank of America’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 		$657K Buy
36,303
+5,328
+17% +$101K ﹤0.01% 4748
2025
Q4 		$643K Sell
30,975
-9,240
-23% -$173K ﹤0.01% 4776
2025
Q3 		$730K Sell
40,215
-30,310
-43% -$553K ﹤0.01% 5538
2025
Q2 		$1.31M Buy
70,525
+48,357
+218% +$847K ﹤0.01% 5107
2025
Q1 		$415K Buy
22,168
+4,877
+28% +$91.8K ﹤0.01% 5755
2024
Q4 		$338K Buy
17,291
+1,694
+11% +$33.7K ﹤0.01% 5816
2024
Q3 		$306K Buy
15,597
+1,768
+13% +$33.4K ﹤0.01% 5791
2024
Q2 		$248K Sell
13,829
-360
-3% -$6.35K ﹤0.01% 5770
2024
Q1 		$255K Sell
14,189
-5,814
-29% -$94.8K ﹤0.01% 5761
2023
Q4 		$344K Buy
20,003
+2,058
+11% +$27.9K ﹤0.01% 5753
2023
Q3 		$203K Buy
17,945
+1,736
+11% +$21.1K ﹤0.01% 5893
2023
Q2 		$187K Buy
16,209
+1,458
+10% +$14.1K ﹤0.01% 5880
2023
Q1 		$133K Buy
14,751
+7,162
+94% +$68.4K ﹤0.01% 6132
2022
Q4 		$73.2K Buy
7,589
+4,137
+120% +$41.4K ﹤0.01% 6349
2022
Q3 		$37K Buy
3,452
+217
+7% +$2.49K ﹤0.01% 6804
2022
Q2 		$35K Buy
3,235
+861
+36% +$9.14K ﹤0.01% 6987
2022
Q1 		$26K Sell
2,374
-6,520
-73% -$80.3K ﹤0.01% 7423
2021
Q4 		$121K Buy
8,894
+4,037
+83% +$52K ﹤0.01% 6790
2021
Q3 		$64K Buy
4,857
+231
+5% +$2.94K ﹤0.01% 6934
2021
Q2 		$58K Buy
4,626
+3,157
+215% +$33.5K ﹤0.01% 6767
2021
Q1 		$13K Sell
1,469
-2
-0.1% -$15 ﹤0.01% 6966
2020
Q4 		$9K Sell
1,471
-1,511
-51% -$8.26K ﹤0.01% 6748
2020
Q3 		$15K Sell
2,982
-8,084
-73% -$35.6K ﹤0.01% 6352
2020
Q2 		$44K Sell
11,066
-2,974
-21% -$11.2K ﹤0.01% 6042
2020
Q1 		$106K Buy
+14,040
New +$164K ﹤0.01% 5492

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 $5.72T AUM 30.48% 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

Bank of America's VEL Position: Q1 2026 in Review

Bank of America increased its Velocity Financial (VEL) stake by 17% in Q1 2026, buying an estimated $101K and bringing the position to 36,303 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #4748.

Bank of America first reported a position in VEL in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.31M in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Bank of America held 36,303 shares of Velocity Financial worth $657K as of Q1 2026.
  • Bank of America bought 5,328 Velocity Financial shares in Q1 2026, an estimated $101K.
  • Velocity Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4748 holding.
  • Bank of America first reported a position in Velocity Financial in Q1 2020 and has held it in 25 quarters since.
  • Bank of America's Velocity Financial position peaked at $1.31M in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.