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 Q1	$463K	Buy	25,600 +9,500	+59%	+$179K	﹤0.01%	9491
2025 Q4	$334K	Sell	16,100 -61,300	-79%	-$1.15M	﹤0.01%	9900
2025 Q3	$1.4M	Sell	77,400 -5,900	-7%	-$108K	﹤0.01%	6798
2025 Q2	$1.54M	Sell	83,300 -40,000	-32%	-$701K	﹤0.01%	6199
2025 Q1	$2.31M	Sell	123,300 -33,900	-22%	-$638K	﹤0.01%	5266
2024 Q4	$3.07M	Sell	157,200 -9,500	-6%	-$189K	﹤0.01%	4794
2024 Q3	$3.27M	Sell	166,700 -17,100	-9%	-$323K	﹤0.01%	4644
2024 Q2	$3.3M	Buy	+183,800	New	+$3.24M	﹤0.01%	4418
2023 Q4	–	Sell	-1,000	Closed	-$11.3K	–	15319
2023 Q3	$11.3K	Buy	+1,000	New	+$12.2K	﹤0.01%	13014
2022 Q1	–	Sell	-24,300	Closed	-$333K	–	14641
2021 Q4	$333K	Buy	+24,300	New	+$313K	﹤0.01%	10698

Other funds holding VEL

SPG

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

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 New York $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

Citadel Advisors's VEL Position: Q1 2026 in Review

Citadel Advisors reduced its Velocity Financial (VEL) stake by 13% in Q1 2026, selling an estimated $107K and leaving 39,071 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #8471.

Citadel Advisors first reported a position in VEL in Q1 2020 and has held it in 12 quarters since. The position peaked at $4.53M in Q1 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

Citadel Advisors held 39,071 shares of Velocity Financial worth $707K as of Q1 2026.
Citadel Advisors sold 5,655 Velocity Financial shares in Q1 2026, an estimated $107K.
Velocity Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8471 holding.
Citadel Advisors first reported a position in Velocity Financial in Q1 2020 and has held it in 12 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 Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.