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
2025 Q3	–	Sell	-19,000	Closed	-$352K	–	14203
2025 Q2	$352K	Sell	19,000 -4,400	-19%	-$77.1K	﹤0.01%	9427
2025 Q1	$438K	Sell	23,400 -33,300	-59%	-$627K	﹤0.01%	8770
2024 Q4	$1.11M	Sell	56,700 -64,600	-53%	-$1.28M	﹤0.01%	6790
2024 Q3	$2.38M	Buy	121,300 +25,300	+26%	+$478K	﹤0.01%	5201
2024 Q2	$1.72M	Buy	96,000 +68,200	+245%	+$1.2M	﹤0.01%	5595
2024 Q1	$500K	Buy	27,800 +9,400	+51%	+$153K	﹤0.01%	8402
2023 Q4	$317K	Buy	18,400 +17,900	+3,580%	+$243K	﹤0.01%	9055
2023 Q3	$5.65K	Buy	+500	New	+$6.08K	﹤0.01%	13377
2022 Q1	–	Sell	-19,500	Closed	-$267K	–	14640
2021 Q4	$267K	Sell	19,500 -11,900	-38%	-$153K	﹤0.01%	11183
2021 Q3	$413K	Buy	+31,400	New	+$400K	﹤0.01%	10333

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.