Osaic Holdings’s Velocity Financial VEL Stock Holding History

Osaic Holdings’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	$258	Hold	14	–	–	﹤0.01%	7746
2026 Q1	$253	Buy	14 +4	+40%	+$76	﹤0.01%	7530
2025 Q4	$208	Buy	10 +1	+11%	+$19	﹤0.01%	7578
2025 Q3	$163	Buy	+9	New	+$164	﹤0.01%	7712
2025 Q2	–	Sell	-4	Closed	-$75	–	7896
2025 Q1	$75	Sell	4 -239	-98%	-$4.5K	﹤0.01%	7258
2024 Q4	$4.75K	Buy	243 +65	+37%	+$1.29K	﹤0.01%	6228
2024 Q3	$3.49K	Buy	+178	New	+$3.36K	﹤0.01%	6381
2023 Q2	–	Sell	-600	Closed	-$5.42K	–	7588
2023 Q1	$5.42K	Hold	600	–	–	﹤0.01%	6289
2022 Q4	$6K	Hold	600	–	–	﹤0.01%	6230
2022 Q3	$7K	Hold	600	–	–	﹤0.01%	6220
2022 Q2	$7K	Hold	600	–	–	﹤0.01%	6332
2022 Q1	$7K	Buy	600 +150	+33%	+$1.85K	﹤0.01%	6351
2021 Q4	$6K	Buy	+450	New	+$5.8K	﹤0.01%	6568

Other funds holding VEL

SPG

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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Osaic Holdings's VEL Position: Q2 2026 in Review

Osaic Holdings held its Velocity Financial (VEL) position steady in Q2 2026 at 14 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #7746.

Osaic Holdings first reported a position in VEL in Q4 2021 and has held it in 13 quarters since. The position peaked at $7K in Q3 2022. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Osaic Holdings held 14 shares of Velocity Financial worth $258 as of Q2 2026.
Osaic Holdings left its Velocity Financial share count unchanged in Q2 2026.
Velocity Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7746 holding.
Osaic Holdings first reported a position in Velocity Financial in Q4 2021 and has held it in 13 quarters since.
Osaic Holdings's Velocity Financial position peaked at $7K in Q3 2022.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.