Sterling Capital Management
VEL icon

Sterling Capital Management’s Velocity Financial VEL Stock Holding History

Sterling Capital 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
Q3 		$3.66K Sell
244
-10,732
-98% -$188K ﹤0.01% 2989
2026
Q2 		$203K Sell
10,976
-147
-1% -$2.68K ﹤0.01% 1221
2026
Q1 		$201K Sell
11,123
-6,443
-37% -$122K ﹤0.01% 1174
2025
Q4 		$365K Buy
17,566
+16,910
+2,578% +$317K 0.01% 1096
2025
Q3 		$11.9K Buy
656
+402
+158% +$7.34K ﹤0.01% 2394
2025
Q2 		$4.71K Buy
254
+99
+64% +$1.73K ﹤0.01% 2544
2025
Q1 		$2.9K Sell
155
-133
-46% -$2.5K ﹤0.01% 2428
2024
Q4 		$5.63K Buy
288
+259
+893% +$5.15K ﹤0.01% 2416
2024
Q3 		$569 Buy
+29
New +$547 ﹤0.01% 2807

Other funds holding VEL

Snow Phipps Group
Snow Phipps Group New York $264M AUM 8.24% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management's VEL Position: Q3 2026 in Review

Sterling Capital Management reduced its Velocity Financial (VEL) stake by 98% in Q3 2026, selling an estimated $188K and leaving 244 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Sterling Capital Management first reported a position in VEL in Q3 2024 and has held it in 9 quarters since. The position peaked at $365K in Q4 2025. 16 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • Sterling Capital Management held 244 shares of Velocity Financial worth $3.66K as of Q3 2026.
  • Sterling Capital Management sold 10,732 Velocity Financial shares in Q3 2026, an estimated $188K.
  • Velocity Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2989 holding.
  • Sterling Capital Management first reported a position in Velocity Financial in Q3 2024 and has held it in 9 quarters since.
  • Sterling Capital Management's Velocity Financial position peaked at $365K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.