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BPCM
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
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$382K
Sell
3,174
-948,926
-100%
-$17.9M
0.15%
10
2025
Q4
$2.1M
Buy
+952,100
New
+$17.9M
0.81%
5
2025
Q1
–
Sell
-206,100
Closed
-$4.03M
–
33
2024
Q4
$4.03M
Buy
+206,100
New
+$4.1M
0.43%
23
Other funds holding VEL
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$326M AUM
11.75%
1-Year Est. Return
Allianz Asset Management
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$95.4B AUM
38.74%
1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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