MCM
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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
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 $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

MAI Capital Management's VEL Position: Q1 2026 in Review

MAI Capital Management increased its Velocity Financial (VEL) stake by 89% in Q1 2026, buying an estimated $151 and bringing the position to 17 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #4525.

MAI Capital Management first reported a position in VEL in Q4 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • MAI Capital Management held 17 shares of Velocity Financial worth $308 as of Q1 2026.
  • MAI Capital Management bought 8 Velocity Financial shares in Q1 2026, an estimated $151.
  • Velocity Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4525 holding.
  • MAI Capital Management first reported a position in Velocity Financial in Q4 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

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