Russell Investments Group
VEL icon

Russell Investments Group’s Velocity Financial VEL Stock Holding History

Russell Investments Group’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 		$173K Sell
9,563
-607
-6% -$11.5K ﹤0.01% 2893
2025
Q4 		$211K Buy
10,170
+3,063
+43% +$57.5K ﹤0.01% 2829
2025
Q3 		$129K Buy
7,107
+4,994
+236% +$91.2K ﹤0.01% 2953
2025
Q2 		$39.2K Buy
2,113
+328
+18% +$5.75K ﹤0.01% 3036
2025
Q1 		$33.4K Buy
1,785
+1,305
+272% +$24.6K ﹤0.01% 2997
2024
Q4 		$9.39K Buy
480
+350
+269% +$6.96K ﹤0.01% 3151
2024
Q3 		$2.55K Buy
+130
New +$2.45K ﹤0.01% 3336
2022
Q4 		– Sell
-105,720
Closed -$1.14M – 2969
2022
Q3 		$1.14M Sell
105,720
-22,379
-17% -$256K ﹤0.01% 1865
2022
Q2 		$1.41M Sell
128,099
-3,518
-3% -$37.4K ﹤0.01% 1774
2022
Q1 		$1.44M Sell
131,617
-9,163
-7% -$113K ﹤0.01% 1780
2021
Q4 		$1.93M Sell
140,780
-4,704
-3% -$60.6K ﹤0.01% 1828
2021
Q3 		$1.91M Sell
145,484
-14,943
-9% -$190K ﹤0.01% 1854
2021
Q2 		$2M Sell
160,427
-205,903
-56% -$2.18M ﹤0.01% 1922
2021
Q1 		$3.25M Buy
366,330
+3,767
+1% +$28.8K 0.01% 1587
2020
Q4 		$2.26M Buy
362,563
+11,557
+3% +$63.1K ﹤0.01% 1699
2020
Q3 		$1.76M Hold
351,006
– – ﹤0.01% 1762
2020
Q2 		$1.39M Buy
351,006
+4,727
+1% +$17.8K ﹤0.01% 1860
2020
Q1 		$2.61M Buy
+346,279
New +$4.04M 0.01% 1326

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

Russell Investments Group's VEL Position: Q1 2026 in Review

Russell Investments Group reduced its Velocity Financial (VEL) stake by 6% in Q1 2026, selling an estimated $11.5K and leaving 9,563 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Russell Investments Group first reported a position in VEL in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.25M in Q1 2021. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Russell Investments Group held 9,563 shares of Velocity Financial worth $173K as of Q1 2026.
  • Russell Investments Group sold 607 Velocity Financial shares in Q1 2026, an estimated $11.5K.
  • Velocity Financial made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #2893 holding.
  • Russell Investments Group first reported a position in Velocity Financial in Q1 2020 and has held it in 18 quarters since.
  • Russell Investments Group's Velocity Financial position peaked at $3.25M in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.