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SBI Securities’s Velocity Financial VEL Stock Holding History

SBI Securities’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 		– Sell
-1
Closed -$21 – 4164
2025
Q4 		$21 Hold
1
– – ﹤0.01% 3771
2025
Q3 		$18 Sell
1
-75
-99% -$1.37K ﹤0.01% 3939
2025
Q2 		$1.41K Sell
76
-1
-1% -$18 ﹤0.01% 2532
2025
Q1 		$1.44K Buy
77
+1
+1% +$19 ﹤0.01% 2435
2024
Q4 		$1.49K Buy
+76
New +$1.51K ﹤0.01% 2421

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

SBI Securities's VEL Position: Q1 2026 in Review

SBI Securities sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 1 share — an estimated $21 sold.

SBI Securities first reported a position in VEL in Q4 2024 and held it in 5 quarters. The position peaked at $1.49K in Q4 2024. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • SBI Securities reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
  • SBI Securities sold 1 Velocity Financial share in Q1 2026, an estimated $21.
  • SBI Securities first reported a position in Velocity Financial in Q4 2024 and held it in 5 quarters.
  • SBI Securities's Velocity Financial position peaked at $1.49K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.