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Bleakley Financial Group’s Velocity Financial VEL Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-17,815
Closed -$348K – 984
2024
Q4 		$348K Buy
+17,815
New +$354K 0.01% 742

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 $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Bleakley Financial Group's VEL Position: Q1 2025 in Review

Bleakley Financial Group sold out of Velocity Financial (VEL) in Q1 2025, closing a stake of 17,815 shares — an estimated $348K sold.

Bleakley Financial Group first reported a position in VEL in Q4 2024 and held it in 1 quarter. The position peaked at $348K in Q4 2024. 81 funds tracked by Wall St. Rank hold VEL as of Q1 2025.

  • Bleakley Financial Group reported no remaining Velocity Financial position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 17,815 Velocity Financial shares in Q1 2025, an estimated $348K.
  • Bleakley Financial Group first reported a position in Velocity Financial in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Velocity Financial position peaked at $348K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.