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R Squared’s Velocity Financial VEL Stock Holding History

R Squared’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 		– Sell
-12,804
Closed -$232K – 698
2026
Q1 		$232K Buy
+12,804
New +$242K 0.13% 274
2025
Q4 		– Sell
-12,978
Closed -$235K – 731
2025
Q3 		$235K Buy
+12,978
New +$237K 0.1% 332
2025
Q1 		– Sell
-2,500
Closed -$48.9K – 1479
2024
Q4 		$48.9K Buy
+2,500
New +$49.7K 0.05% 504

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

R Squared's VEL Position: Q2 2026 in Review

R Squared sold out of Velocity Financial (VEL) in Q2 2026, closing a stake of 12,804 shares — an estimated $232K sold.

R Squared first reported a position in VEL in Q4 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • R Squared reported no remaining Velocity Financial position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 12,804 Velocity Financial shares in Q2 2026, an estimated $232K.
  • R Squared first reported a position in Velocity Financial in Q4 2024 and held it in 3 quarters.
  • R Squared's Velocity Financial position peaked at $235K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.