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 Q2	$203K	Sell	10,976 -147	-1%	-$2.67K	﹤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

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sterling Capital Management's VEL Position: Q2 2026 in Review

Sterling Capital Management reduced its Velocity Financial (VEL) stake by 1.3% in Q2 2026, selling an estimated $2.67K and leaving 10,976 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Sterling Capital Management first reported a position in VEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $365K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Sterling Capital Management held 10,976 shares of Velocity Financial worth $203K as of Q2 2026.
Sterling Capital Management sold 147 Velocity Financial shares in Q2 2026, an estimated $2.67K.
Velocity Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1221 holding.
Sterling Capital Management first reported a position in Velocity Financial in Q3 2024 and has held it in 8 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 Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.