Northern Trust
VEL icon

Northern Trust’s Velocity Financial VEL Stock Holding History

Northern 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
2026
Q2 		$1.7M Buy
92,141
+11,483
+14% +$209K ﹤0.01% 3228
2026
Q1 		$1.46M Buy
80,658
+3,363
+4% +$63.5K ﹤0.01% 3139
2025
Q4 		$1.6M Buy
77,295
+4,649
+6% +$87.3K ﹤0.01% 3122
2025
Q3 		$1.32M Sell
72,646
-10,478
-13% -$191K ﹤0.01% 3261
2025
Q2 		$1.54M Buy
83,124
+12,090
+17% +$212K ﹤0.01% 3143
2025
Q1 		$1.33M Sell
71,034
-2,041
-3% -$38.4K ﹤0.01% 3144
2024
Q4 		$1.43M Sell
73,075
-1,893
-3% -$37.6K ﹤0.01% 3209
2024
Q3 		$1.47M Buy
74,968
+1,837
+3% +$34.7K ﹤0.01% 3169
2024
Q2 		$1.31M Sell
73,131
-4,983
-6% -$87.9K ﹤0.01% 3122
2024
Q1 		$1.41M Buy
78,114
+741
+1% +$12.1K ﹤0.01% 3152
2023
Q4 		$1.33M Sell
77,373
-1,417
-2% -$19.2K ﹤0.01% 3201
2023
Q3 		$890K Sell
78,790
-9,084
-10% -$110K ﹤0.01% 3339
2023
Q2 		$1.01M Buy
87,874
+4,473
+5% +$43.2K ﹤0.01% 3357
2023
Q1 		$753K Sell
83,401
-5,019
-6% -$47.9K ﹤0.01% 3313
2022
Q4 		$853K Sell
88,420
-3,938
-4% -$39.4K ﹤0.01% 3321
2022
Q3 		$1M Buy
92,358
+3,446
+4% +$39.5K ﹤0.01% 3307
2022
Q2 		$977K Sell
88,912
-3,046
-3% -$32.3K ﹤0.01% 3348
2022
Q1 		$1.01M Sell
91,958
-1,478
-2% -$18.2K ﹤0.01% 3414
2021
Q4 		$1.28M Buy
93,436
+10,895
+13% +$140K ﹤0.01% 3444
2021
Q3 		$1.09M Buy
82,541
+47,744
+137% +$608K ﹤0.01% 3526
2021
Q2 		$434K Buy
34,797
+15,772
+83% +$167K ﹤0.01% 3771
2021
Q1 		$169K Buy
19,025
+77
+0.4% +$589 ﹤0.01% 4153
2020
Q4 		$118K Hold
18,948
– – ﹤0.01% 4083
2020
Q3 		$95K Sell
18,948
-7,014
-27% -$30.9K ﹤0.01% 3975
2020
Q2 		$103K Sell
25,962
-45,283
-64% -$170K ﹤0.01% 3911
2020
Q1 		$537K Buy
+71,245
New +$831K ﹤0.01% 3432

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 $123B AUM 45.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust's VEL Position: Q2 2026 in Review

Northern Trust increased its Velocity Financial (VEL) stake by 14% in Q2 2026, buying an estimated $209K and bringing the position to 92,141 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Northern Trust first reported a position in VEL in Q1 2020 and has held it in 26 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Northern Trust held 92,141 shares of Velocity Financial worth $1.7M as of Q2 2026.
  • Northern Trust bought 11,483 Velocity Financial shares in Q2 2026, an estimated $209K.
  • Velocity Financial made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3228 holding.
  • Northern Trust first reported a position in Velocity Financial in Q1 2020 and has held it in 26 quarters since.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.