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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
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

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

Sterling Capital Management's VEL Position: Q1 2026 in Review

Sterling Capital Management reduced its Velocity Financial (VEL) stake by 37% in Q1 2026, selling an estimated $122K and leaving 11,123 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Sterling Capital Management first reported a position in VEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $365K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Sterling Capital Management held 11,123 shares of Velocity Financial worth $201K as of Q1 2026.
  • Sterling Capital Management sold 6,443 Velocity Financial shares in Q1 2026, an estimated $122K.
  • Velocity Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #1174 holding.
  • Sterling Capital Management first reported a position in Velocity Financial in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Velocity Financial position peaked at $365K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.