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 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 $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

Osaic Holdings's VEL Position: Q1 2026 in Review

Osaic Holdings increased its Velocity Financial (VEL) stake by 40% in Q1 2026, buying an estimated $76 and bringing the position to 14 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #7530.

Osaic Holdings first reported a position in VEL in Q4 2021 and has held it in 12 quarters since. The position peaked at $7K in Q3 2022. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

Osaic Holdings held 14 shares of Velocity Financial worth $253 as of Q1 2026.
Osaic Holdings bought 4 Velocity Financial shares in Q1 2026, an estimated $76.
Velocity Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7530 holding.
Osaic Holdings first reported a position in Velocity Financial in Q4 2021 and has held it in 12 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 Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.