BFS
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Bare Financial Services’s Velocity Financial VEL Stock Holding History

Bare Financial Services’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 		$1.62K Buy
88
+60
+214% +$1.09K ﹤0.01% 1193
2026
Q1 		$507 Buy
+28
New +$529 ﹤0.01% 1522

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 $123B AUM 45.23% 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 $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bare Financial Services's VEL Position: Q2 2026 in Review

Bare Financial Services increased its Velocity Financial (VEL) stake by 214% in Q2 2026, buying an estimated $1.09K and bringing the position to 88 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Bare Financial Services first reported a position in VEL in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Bare Financial Services held 88 shares of Velocity Financial worth $1.62K as of Q2 2026.
  • Bare Financial Services bought 60 Velocity Financial shares in Q2 2026, an estimated $1.09K.
  • Velocity Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1193 holding.
  • Bare Financial Services first reported a position in Velocity Financial in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.