IEQ Capital’s Velocity Financial VEL Stock Holding History

IEQ Capital’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	-10,070	Closed	-$209K	–	2089
2025 Q4	$209K	Buy	+10,070	New	+$189K	﹤0.01%	1676

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

IEQ Capital's VEL Position: Q1 2026 in Review

IEQ Capital sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 10,070 shares — an estimated $209K sold.

IEQ Capital first reported a position in VEL in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

IEQ Capital reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 10,070 Velocity Financial shares in Q1 2026, an estimated $209K.
IEQ Capital first reported a position in Velocity Financial in Q4 2025 and held it in 1 quarter.
IEQ Capital's Velocity Financial position peaked at $209K in Q4 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.