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SJS Investment Consulting’s Velocity Financial VEL Stock Holding History

SJS Investment Consulting’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 		$91 Hold
5
– – ﹤0.01% 2151
2025
Q4 		$104 Buy
+5
New +$94 ﹤0.01% 1941

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BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
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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

SJS Investment Consulting's VEL Position: Q1 2026 in Review

SJS Investment Consulting held its Velocity Financial (VEL) position steady in Q1 2026 at 5 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

SJS Investment Consulting first reported a position in VEL in Q4 2025 and has held it in 2 quarters since. The position peaked at $104 in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • SJS Investment Consulting held 5 shares of Velocity Financial worth $91 as of Q1 2026.
  • SJS Investment Consulting left its Velocity Financial share count unchanged in Q1 2026.
  • Velocity Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #2151 holding.
  • SJS Investment Consulting first reported a position in Velocity Financial in Q4 2025 and has held it in 2 quarters since.
  • SJS Investment Consulting's Velocity Financial position peaked at $104 in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.