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MassMutual Private Wealth & Trust’s Velocity Financial VEL Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q3 		– Sell
-117
Closed -$2.17K – 2464
2025
Q2 		$2.17K Buy
+117
New +$2.05K ﹤0.01% 1929

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 $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's VEL Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Velocity Financial (VEL) in Q3 2025, closing a stake of 117 shares — an estimated $2.17K sold.

MassMutual Private Wealth & Trust first reported a position in VEL in Q2 2025 and held it in 1 quarter. The position peaked at $2.17K in Q2 2025. 106 funds tracked by Wall St. Rank hold VEL as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Velocity Financial position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 117 Velocity Financial shares in Q3 2025, an estimated $2.17K.
  • MassMutual Private Wealth & Trust first reported a position in Velocity Financial in Q2 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Velocity Financial position peaked at $2.17K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.