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 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 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

R Squared's VEL Position: Q1 2026 in Review

R Squared opened a new position in Velocity Financial (VEL) in Q1 2026: 12,804 shares worth $232K. The stake represents 0.13% of the portfolio and ranks #274 among its holdings. This is a return to the name: R Squared previously reported a position in VEL as recently as Q3 2025.

R Squared first reported a position in VEL in Q4 2024 and has held it in 3 quarters since. The position peaked at $235K in Q3 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

R Squared held 12,804 shares of Velocity Financial worth $232K as of Q1 2026.
Velocity Financial was a new R Squared position in Q1 2026.
Velocity Financial made up 0.13% of R Squared's portfolio in Q1 2026, its #274 holding.
R Squared first reported a position in Velocity Financial in Q4 2024 and has held it in 3 quarters since.
R Squared's Velocity Financial position peaked at $235K in Q3 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.