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Beach Point Capital Management’s Velocity Financial VEL Stock Holding History

Beach Point Capital Management’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 		$122M Buy
6,582,380
+23,868
+0.4% +$434K 47.08% 1
2026
Q1 		$119M Buy
6,558,512
+563,046
+9% +$10.6M 46.69% 1
2025
Q4 		$124M Buy
5,995,466
+618,015
+11% +$11.6M 48.15% 1
2025
Q3 		$97.5M Buy
5,377,451
+76,592
+1% +$1.4M 44.14% 1
2025
Q2 		$98.3M Sell
5,300,859
-190,878
-3% -$3.34M 41.03% 1
2025
Q1 		$103M Buy
5,491,737
+221,000
+4% +$4.16M 36.21% 1
2024
Q4 		$103M Sell
5,270,737
-265,429
-5% -$5.27M 10.96% 2
2024
Q3 		$109M Hold
5,536,166
– – 36.56% 1
2024
Q2 		$99.3M Buy
5,536,166
+101,186
+2% +$1.78M 35.15% 1
2024
Q1 		$97.8M Buy
5,434,980
+127,145
+2% +$2.07M 34.21% 1
2023
Q4 		$91.4M Buy
5,307,835
+183,916
+4% +$2.49M 36.45% 1
2023
Q3 		$57.9M Buy
5,123,919
+150,524
+3% +$1.83M 34.22% 2
2023
Q2 		$57.3M Buy
4,973,395
+309,495
+7% +$2.99M 23.87% 1
2023
Q1 		$42.1M Buy
4,663,900
+709,456
+18% +$6.77M 20.28% 1
2022
Q4 		$38.2M Buy
3,954,444
+445,105
+13% +$4.46M 15.51% 2
2022
Q3 		$38M Buy
3,509,339
+232,327
+7% +$2.66M 12.89% 2
2022
Q2 		$36M Buy
3,277,012
+204,845
+7% +$2.18M 7.46% 5
2022
Q1 		$33.6M Buy
3,072,167
+168,791
+6% +$2.08M 5.08% 6
2021
Q4 		$39.8M Buy
2,903,376
+147,061
+5% +$1.9M 6.39% 5
2021
Q3 		$36.3M Hold
2,756,315
– – 6.39% 5
2021
Q2 		$34.4M Buy
2,756,315
+707,570
+35% +$7.5M 5.67% 5
2021
Q1 		$18.2M Buy
2,048,745
+5,099
+0.2% +$39K 3.99% 9
2020
Q4 		$12.7M Buy
2,043,646
+49,275
+2% +$269K 4.13% 9
2020
Q3 		$10M Buy
1,994,371
+107,625
+6% +$474K 4.42% 8
2020
Q2 		$7.45M Buy
1,886,746
+1,013,594
+116% +$3.81M 2.85% 6
2020
Q1 		$6.58M Buy
+873,152
New +$10.2M 6.16% 4

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beach Point Capital Management's VEL Position: Q2 2026 in Review

Beach Point Capital Management increased its Velocity Financial (VEL) stake by 0.36% in Q2 2026, buying an estimated $434K and bringing the position to 6,582,380 shares worth $122M. The position accounts for 47.08% of the portfolio, ranked #1.

Beach Point Capital Management first reported a position in VEL in Q1 2020 and has held it in 26 quarters since. The position peaked at $124M in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Beach Point Capital Management held 6,582,380 shares of Velocity Financial worth $122M as of Q2 2026.
  • Beach Point Capital Management bought 23,868 Velocity Financial shares in Q2 2026, an estimated $434K.
  • Velocity Financial made up 47.08% of Beach Point Capital Management's portfolio in Q2 2026, its #1 holding.
  • Beach Point Capital Management first reported a position in Velocity Financial in Q1 2020 and has held it in 26 quarters since.
  • Beach Point Capital Management's Velocity Financial position peaked at $124M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Beach Point Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.