MML Investors Services
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MML Investors Services’s Velocity Financial VEL Stock Holding History

MML Investors Services’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
2024
Q4 		– Sell
-10,494
Closed -$206K – 2738
2024
Q3 		$206K Buy
+10,494
New +$198K ﹤0.01% 2429

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

MML Investors Services's VEL Position: Q4 2024 in Review

MML Investors Services sold out of Velocity Financial (VEL) in Q4 2024, closing a stake of 10,494 shares — an estimated $206K sold.

MML Investors Services first reported a position in VEL in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 72 funds tracked by Wall St. Rank hold VEL as of Q4 2024.

  • MML Investors Services reported no remaining Velocity Financial position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 10,494 Velocity Financial shares in Q4 2024, an estimated $206K.
  • MML Investors Services first reported a position in Velocity Financial in Q3 2024 and held it in 1 quarter.
  • MML Investors Services's Velocity Financial position peaked at $206K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Velocity Financial as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.