Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Velocity Financial VEL Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		– Sell
-11,273
Closed -$234K – 1778
2025
Q4 		$234K Sell
11,273
-19,961
-64% -$375K ﹤0.01% 1432
2025
Q3 		$567K Buy
31,234
+10,117
+48% +$185K ﹤0.01% 1223
2025
Q2 		$392K Sell
21,117
-27,243
-56% -$477K ﹤0.01% 1309
2025
Q1 		$905K Buy
48,360
+16,122
+50% +$303K ﹤0.01% 987
2024
Q4 		$631K Sell
32,238
-12,460
-28% -$248K ﹤0.01% 1082
2024
Q3 		$877K Buy
+44,698
New +$844K ﹤0.01% 920

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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s VEL Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 11,273 shares — an estimated $234K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in VEL in Q3 2024 and held it in 6 quarters. The position peaked at $905K in Q1 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 11,273 Velocity Financial shares in Q1 2026, an estimated $234K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Velocity Financial in Q3 2024 and held it in 6 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Velocity Financial position peaked at $905K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.