Fidelity Investments
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Fidelity Investments’s Velocity Financial VEL Stock Holding History

Fidelity Investments’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 		$126K Buy
6,947
+1,634
+31% +$30.9K ﹤0.01% 3704
2025
Q4 		$110K Buy
5,313
+241
+5% +$4.53K ﹤0.01% 3710
2025
Q3 		$92K Buy
5,072
+486
+11% +$8.87K ﹤0.01% 3704
2025
Q2 		$85K Buy
4,586
+1,547
+51% +$27.1K ﹤0.01% 3678
2025
Q1 		$56.9K Sell
3,039
-325
-10% -$6.12K ﹤0.01% 3808
2024
Q4 		$65.8K Buy
3,364
+127
+4% +$2.52K ﹤0.01% 3713
2024
Q3 		$63.5K Buy
3,237
+221
+7% +$4.17K ﹤0.01% 3683
2024
Q2 		$54.1K Buy
3,016
+6
+0.2% +$106 ﹤0.01% 3575
2024
Q1 		$54.2K Buy
3,010
+11
+0.4% +$179 ﹤0.01% 3549
2023
Q4 		$51.6K Sell
2,999
-19
-0.6% -$257 ﹤0.01% 3503
2023
Q3 		$34.1K Buy
3,018
+20
+0.7% +$243 ﹤0.01% 3539
2023
Q2 		$34.6K Buy
2,998
+29
+1% +$280 ﹤0.01% 3618
2023
Q1 		$26.8K Sell
2,969
-33
-1% -$315 ﹤0.01% 3711
2022
Q4 		$29K Sell
3,002
-187
-6% -$1.87K ﹤0.01% 3647
2022
Q3 		$35K Buy
3,189
+53
+2% +$607 ﹤0.01% 3617
2022
Q2 		$34K Buy
3,136
+213
+7% +$2.26K ﹤0.01% 3710
2022
Q1 		$32K Buy
+2,923
New +$36K ﹤0.01% 3850

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 $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments's VEL Position: Q1 2026 in Review

Fidelity Investments increased its Velocity Financial (VEL) stake by 31% in Q1 2026, buying an estimated $30.9K and bringing the position to 6,947 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #3704.

Fidelity Investments first reported a position in VEL in Q1 2022 and has held it in 17 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Fidelity Investments held 6,947 shares of Velocity Financial worth $126K as of Q1 2026.
  • Fidelity Investments bought 1,634 Velocity Financial shares in Q1 2026, an estimated $30.9K.
  • Velocity Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3704 holding.
  • Fidelity Investments first reported a position in Velocity Financial in Q1 2022 and has held it in 17 quarters since.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.