Nuveen’s Velocity Financial VEL Stock Holding History

Nuveen’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	$271K	Sell	15,007 -41,170	-73%	-$778K	﹤0.01%	3028
2025 Q4	$1.17M	Buy	56,177 +5,765	+11%	+$108K	﹤0.01%	2550
2025 Q3	$914K	Buy	50,412 +13,178	+35%	+$241K	﹤0.01%	2667
2025 Q2	$690K	Buy	37,234 +26,559	+249%	+$465K	﹤0.01%	2770
2025 Q1	$200K	Buy	+10,675	New	+$201K	﹤0.01%	3133
2024 Q4	–	Sell	-13,636	Closed	-$267K	–	3344
2024 Q3	$267K	Hold	13,636	–	–	﹤0.01%	3170
2024 Q2	$244K	Hold	13,636	–	–	﹤0.01%	3185
2024 Q1	$245K	Hold	13,636	–	–	﹤0.01%	3137
2023 Q4	$235K	Hold	13,636	–	–	﹤0.01%	3190
2023 Q3	$154K	Hold	13,636	–	–	﹤0.01%	3077
2023 Q2	$157K	Hold	13,636	–	–	﹤0.01%	3125
2023 Q1	$123K	Hold	13,636	–	–	﹤0.01%	3040
2022 Q4	$132K	Hold	13,636	–	–	﹤0.01%	3085
2022 Q3	$148K	Hold	13,636	–	–	﹤0.01%	3137
2022 Q2	$150K	Buy	13,636 +208	+2%	+$2.21K	﹤0.01%	3174
2022 Q1	$148K	Hold	13,428	–	–	﹤0.01%	3225
2021 Q4	$178K	Sell	13,428 -13,469	-50%	-$174K	﹤0.01%	3247
2021 Q3	$313K	Buy	26,897 +1,238	+5%	+$15.8K	﹤0.01%	3244
2021 Q2	$321K	Buy	+25,659	New	+$272K	﹤0.01%	3216
2020 Q2	–	Sell	-12,186	Closed	-$92K	–	3370
2020 Q1	$92K	Buy	+12,186	New	+$142K	﹤0.01%	3072

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen's VEL Position: Q1 2026 in Review

Nuveen reduced its Velocity Financial (VEL) stake by 73% in Q1 2026, selling an estimated $778K and leaving 15,007 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

Nuveen first reported a position in VEL in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.17M in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

Nuveen held 15,007 shares of Velocity Financial worth $271K as of Q1 2026.
Nuveen sold 41,170 Velocity Financial shares in Q1 2026, an estimated $778K.
Velocity Financial made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #3028 holding.
Nuveen first reported a position in Velocity Financial in Q1 2020 and has held it in 20 quarters since.
Nuveen's Velocity Financial position peaked at $1.17M in Q4 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.