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Coldstream Capital Management’s Velocity Financial VEL Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-66
Closed -$1.24K – 3272
2025
Q1 		$1.24K Buy
+66
New +$1.24K ﹤0.01% 3128

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's VEL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Velocity Financial (VEL) in Q2 2025, closing a stake of 66 shares — an estimated $1.24K sold.

Coldstream Capital Management first reported a position in VEL in Q1 2025 and held it in 1 quarter. The position peaked at $1.24K in Q1 2025. 93 funds tracked by Wall St. Rank hold VEL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Velocity Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 66 Velocity Financial shares in Q2 2025, an estimated $1.24K.
  • Coldstream Capital Management first reported a position in Velocity Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Velocity Financial position peaked at $1.24K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.