RhumbLine Advisers
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RhumbLine Advisers’s Velocity Financial VEL Stock Holding History

RhumbLine Advisers’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 		$230K Sell
12,727
-208
-2% -$3.93K ﹤0.01% 3057
2025
Q4 		$269K Sell
12,935
-1,206
-9% -$22.6K ﹤0.01% 3034
2025
Q3 		$257K Sell
14,141
-1,176
-8% -$21.5K ﹤0.01% 3093
2025
Q2 		$284K Buy
15,317
+2,788
+22% +$48.8K ﹤0.01% 3018
2025
Q1 		$234K Sell
12,529
-1,306
-9% -$24.6K ﹤0.01% 3023
2024
Q4 		$271K Buy
13,835
+166
+1% +$3.3K ﹤0.01% 3054
2024
Q3 		$268K Buy
13,669
+321
+2% +$6.06K ﹤0.01% 3088
2024
Q2 		$239K Buy
13,348
+547
+4% +$9.65K ﹤0.01% 3127
2024
Q1 		$230K Buy
12,801
+14
+0.1% +$228 ﹤0.01% 3104
2023
Q4 		$220K Buy
12,787
+476
+4% +$6.45K ﹤0.01% 3133
2023
Q3 		$139K Buy
12,311
+525
+4% +$6.38K ﹤0.01% 3346
2023
Q2 		$136K Sell
11,786
-999
-8% -$9.64K ﹤0.01% 3411
2023
Q1 		$115K Buy
12,785
+94
+0.7% +$898 ﹤0.01% 2839
2022
Q4 		$122K Buy
12,691
+248
+2% +$2.48K ﹤0.01% 2880
2022
Q3 		$135K Buy
12,443
+561
+5% +$6.43K ﹤0.01% 2966
2022
Q2 		$131K Buy
+11,882
New +$126K ﹤0.01% 3008

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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RhumbLine Advisers's VEL Position: Q1 2026 in Review

RhumbLine Advisers reduced its Velocity Financial (VEL) stake by 1.6% in Q1 2026, selling an estimated $3.93K and leaving 12,727 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3057.

RhumbLine Advisers first reported a position in VEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $284K in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • RhumbLine Advisers held 12,727 shares of Velocity Financial worth $230K as of Q1 2026.
  • RhumbLine Advisers sold 208 Velocity Financial shares in Q1 2026, an estimated $3.93K.
  • Velocity Financial made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3057 holding.
  • RhumbLine Advisers first reported a position in Velocity Financial in Q2 2022 and has held it in 16 quarters since.
  • RhumbLine Advisers's Velocity Financial position peaked at $284K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.