Bank of New York Mellon
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Bank of New York Mellon’s Velocity Financial VEL Stock Holding History

Bank of New York Mellon’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
Q2 		$1.02M Buy
55,060
+4,191
+8% +$76.3K ﹤0.01% 3346
2026
Q1 		$920K Buy
50,869
+2,114
+4% +$39.9K ﹤0.01% 3259
2025
Q4 		$1.01M Sell
48,755
-4,731
-9% -$88.8K ﹤0.01% 3229
2025
Q3 		$970K Buy
53,486
+836
+2% +$15.3K ﹤0.01% 3225
2025
Q2 		$976K Buy
52,650
+6,486
+14% +$114K ﹤0.01% 3135
2025
Q1 		$864K Buy
46,164
+1,425
+3% +$26.8K ﹤0.01% 3149
2024
Q4 		$875K Buy
44,739
+25,435
+132% +$505K ﹤0.01% 3227
2024
Q3 		$379K Sell
19,304
-6,537
-25% -$123K ﹤0.01% 3651
2024
Q2 		$463K Buy
25,841
+2,283
+10% +$40.3K ﹤0.01% 3620
2024
Q1 		$424K Sell
23,558
-8,219
-26% -$134K ﹤0.01% 3630
2023
Q4 		$547K Buy
31,777
+47
+0.1% +$637 ﹤0.01% 3505
2023
Q3 		$359K Buy
31,730
+566
+2% +$6.88K ﹤0.01% 3728
2023
Q2 		$359K Buy
31,164
+5,667
+22% +$54.7K ﹤0.01% 3759
2023
Q1 		$230K Buy
25,497
+476
+2% +$4.55K ﹤0.01% 3862
2022
Q4 		$241K Hold
25,021
– – ﹤0.01% 3892
2022
Q3 		$272K Buy
25,021
+4,207
+20% +$48.2K ﹤0.01% 3882
2022
Q2 		$229K Sell
20,814
-6,817
-25% -$72.4K ﹤0.01% 4005
2022
Q1 		$303K Sell
27,631
-104
-0.4% -$1.28K ﹤0.01% 4009
2021
Q4 		$380K Buy
27,735
+6,237
+29% +$80.4K ﹤0.01% 3959
2021
Q3 		$283K Buy
21,498
+3,084
+17% +$39.3K ﹤0.01% 4063
2021
Q2 		$230K Buy
+18,414
New +$195K ﹤0.01% 4051
2020
Q2 		– Sell
-21,404
Closed -$161K – 4158
2020
Q1 		$161K Buy
+21,404
New +$250K ﹤0.01% 3796

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon's VEL Position: Q2 2026 in Review

Bank of New York Mellon increased its Velocity Financial (VEL) stake by 8.2% in Q2 2026, buying an estimated $76.3K and bringing the position to 55,060 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

Bank of New York Mellon first reported a position in VEL in Q1 2020 and has held it in 22 quarters since. 32 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Bank of New York Mellon held 55,060 shares of Velocity Financial worth $1.02M as of Q2 2026.
  • Bank of New York Mellon bought 4,191 Velocity Financial shares in Q2 2026, an estimated $76.3K.
  • Velocity Financial made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3346 holding.
  • Bank of New York Mellon first reported a position in Velocity Financial in Q1 2020 and has held it in 22 quarters since.
  • 32 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.