NIG
VEL icon

NFJ Investment Group’s Velocity Financial VEL Stock Holding History

NFJ Investment Group’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 		$1.31M Hold
72,611
– – 0.05% 173
2025
Q4 		$1.51M Sell
72,611
-3,214
-4% -$60.3K 0.05% 174
2025
Q3 		$1.38M Buy
+75,825
New +$1.38M 0.05% 202

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

NFJ Investment Group's VEL Position: Q1 2026 in Review

NFJ Investment Group held its Velocity Financial (VEL) position steady in Q1 2026 at 72,611 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #173.

NFJ Investment Group first reported a position in VEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • NFJ Investment Group held 72,611 shares of Velocity Financial worth $1.31M as of Q1 2026.
  • NFJ Investment Group left its Velocity Financial share count unchanged in Q1 2026.
  • Velocity Financial made up 0.05% of NFJ Investment Group's portfolio in Q1 2026, its #173 holding.
  • NFJ Investment Group first reported a position in Velocity Financial in Q3 2025 and has held it in 3 quarters since.
  • NFJ Investment Group's Velocity Financial position peaked at $1.51M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.