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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
Q2 		$185 Buy
10
+5
+100% +$91 ﹤0.01% 2492
2026
Q1 		$91 Hold
5
– – ﹤0.01% 2151
2025
Q4 		$104 Buy
+5
New +$94 ﹤0.01% 1941

Other funds holding VEL

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Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SJS Investment Consulting's VEL Position: Q2 2026 in Review

SJS Investment Consulting increased its Velocity Financial (VEL) stake by 100% in Q2 2026, buying an estimated $91 and bringing the position to 10 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

SJS Investment Consulting first reported a position in VEL in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • SJS Investment Consulting held 10 shares of Velocity Financial worth $185 as of Q2 2026.
  • SJS Investment Consulting bought 5 Velocity Financial shares in Q2 2026, an estimated $91.
  • Velocity Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2492 holding.
  • SJS Investment Consulting first reported a position in Velocity Financial in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.