Citadel Advisors’s Velocity Financial VEL Stock Holding History

Citadel 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 Q2	$997K	Buy	54,027 +14,956	+38%	+$272K	﹤0.01%	8198
2026 Q1	$707K	Sell	39,071 -5,655	-13%	-$107K	﹤0.01%	8471
2025 Q4	$929K	Sell	44,726 -44,443	-50%	-$834K	﹤0.01%	7562
2025 Q3	$1.62M	Buy	89,169 +26,504	+42%	+$484K	﹤0.01%	6500
2025 Q2	$1.16M	Sell	62,665 -179,211	-74%	-$3.14M	﹤0.01%	6752
2025 Q1	$4.53M	Buy	241,876 +206,177	+578%	+$3.88M	﹤0.01%	4038
2024 Q4	$698K	Buy	35,699 +9,721	+37%	+$193K	﹤0.01%	7835
2024 Q3	$509K	Buy	25,978 +9,517	+58%	+$180K	﹤0.01%	8227
2024 Q2	$295K	Buy	16,461 +12,920	+365%	+$228K	﹤0.01%	9172
2024 Q1	$63.7K	Buy	+3,541	New	+$57.7K	﹤0.01%	11932
2023 Q4	–	Sell	-10,273	Closed	-$139K	–	15318
2023 Q3	$116K	Buy	+10,273	New	+$125K	﹤0.01%	10703
2020 Q3	–	Sell	-15,887	Closed	-$63K	–	10783
2020 Q2	$63K	Sell	15,887 -5,893	-27%	-$22.2K	﹤0.01%	9203
2020 Q1	$164K	Buy	+21,780	New	+$254K	﹤0.01%	8207

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors's VEL Position: Q2 2026 in Review

Citadel Advisors increased its Velocity Financial (VEL) stake by 38% in Q2 2026, buying an estimated $272K and bringing the position to 54,027 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #8198.

Citadel Advisors first reported a position in VEL in Q1 2020 and has held it in 13 quarters since. The position peaked at $4.53M in Q1 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Citadel Advisors held 54,027 shares of Velocity Financial worth $997K as of Q2 2026.
Citadel Advisors bought 14,956 Velocity Financial shares in Q2 2026, an estimated $272K.
Velocity Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8198 holding.
Citadel Advisors first reported a position in Velocity Financial in Q1 2020 and has held it in 13 quarters since.
Citadel Advisors's Velocity Financial position peaked at $4.53M in Q1 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.