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MAI Capital Management’s Velocity Financial VEL Stock Holding History

MAI 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
2026
Q2 		– Sell
-17
Closed -$308 – 4620
2026
Q1 		$308 Buy
17
+8
+89% +$151 ﹤0.01% 4525
2025
Q4 		$187 Buy
+9
New +$169 ﹤0.01% 4063

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAI Capital Management's VEL Position: Q2 2026 in Review

MAI Capital Management sold out of Velocity Financial (VEL) in Q2 2026, closing a stake of 17 shares — an estimated $308 sold.

MAI Capital Management first reported a position in VEL in Q4 2025 and held it in 2 quarters. The position peaked at $308 in Q1 2026. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • MAI Capital Management reported no remaining Velocity Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 17 Velocity Financial shares in Q2 2026, an estimated $308.
  • MAI Capital Management first reported a position in Velocity Financial in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Velocity Financial position peaked at $308 in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.