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Smartleaf Asset Management’s Velocity Financial VEL Stock Holding History

Smartleaf Asset Management’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 		$72 Hold
4
– – ﹤0.01% 3413
2025
Q4 		$78 Buy
+4
New +$75 ﹤0.01% 3412

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

Smartleaf Asset Management's VEL Position: Q1 2026 in Review

Smartleaf Asset Management held its Velocity Financial (VEL) position steady in Q1 2026 at 4 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Smartleaf Asset Management first reported a position in VEL in Q4 2025 and has held it in 2 quarters since. The position peaked at $78 in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Smartleaf Asset Management held 4 shares of Velocity Financial worth $72 as of Q1 2026.
  • Smartleaf Asset Management left its Velocity Financial share count unchanged in Q1 2026.
  • Velocity Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3413 holding.
  • Smartleaf Asset Management first reported a position in Velocity Financial in Q4 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Velocity Financial position peaked at $78 in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.