Nisa Investment Advisors
VEL icon

Nisa Investment Advisors’s Velocity Financial VEL Stock Holding History

Nisa Investment Advisors’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 		$1.85K Hold
100
– – ﹤0.01% 2764
2026
Q1 		$1.81K Hold
100
– – ﹤0.01% 2635
2025
Q4 		$2.08K Hold
100
– – ﹤0.01% 2603
2025
Q3 		$1.81K Hold
100
– – ﹤0.01% 2641
2025
Q2 		$1.85K Sell
100
-12
-11% -$210 ﹤0.01% 2621
2025
Q1 		$2.1K Buy
112
+12
+12% +$226 ﹤0.01% 2455
2024
Q4 		$1.96K Hold
100
– – ﹤0.01% 2494
2024
Q3 		$1.96K Hold
100
– – ﹤0.01% 2402
2024
Q2 		$1.79K Hold
100
– – ﹤0.01% 2391
2024
Q1 		$1.8K Hold
100
– – ﹤0.01% 2252
2023
Q4 		$1.72K Hold
100
– – ﹤0.01% 2194
2023
Q3 		$1.13K Hold
100
– – ﹤0.01% 2378
2023
Q2 		$1.15K Buy
+100
New +$965 ﹤0.01% 2419

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Nisa Investment Advisors's VEL Position: Q2 2026 in Review

Nisa Investment Advisors held its Velocity Financial (VEL) position steady in Q2 2026 at 100 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Nisa Investment Advisors first reported a position in VEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.1K in Q1 2025. 35 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Nisa Investment Advisors held 100 shares of Velocity Financial worth $1.85K as of Q2 2026.
  • Nisa Investment Advisors left its Velocity Financial share count unchanged in Q2 2026.
  • Velocity Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2764 holding.
  • Nisa Investment Advisors first reported a position in Velocity Financial in Q2 2023 and has held it in 13 quarters since.
  • Nisa Investment Advisors's Velocity Financial position peaked at $2.1K in Q1 2025.
  • 35 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.