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Bell Investment Advisors’s Velocity Financial VEL Stock Holding History

Bell Investment Advisors’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 		$525 Buy
+29
New +$548 ﹤0.01% 1724

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 $254M AUM 16.78% 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

Bell Investment Advisors's VEL Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in Velocity Financial (VEL) in Q1 2026: 29 shares worth $525. The stake represents ﹤0.01% of the portfolio and ranks #1724 among its holdings.

100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Bell Investment Advisors held 29 shares of Velocity Financial worth $525 as of Q1 2026.
  • Velocity Financial was a new Bell Investment Advisors position in Q1 2026.
  • Velocity Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1724 holding.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.