UBS AM’s Velocity Financial VEL Stock Holding History

UBS AM’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	$145K	Hold	7,862	–	–	﹤0.01%	2773
2026 Q1	$142K	Buy	7,862 +6,976	+787%	+$132K	﹤0.01%	2793
2025 Q4	$18.4K	Buy	+886	New	+$16.6K	﹤0.01%	2751

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

UBS AM's VEL Position: Q2 2026 in Review

UBS AM held its Velocity Financial (VEL) position steady in Q2 2026 at 7,862 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

UBS AM 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.

UBS AM held 7,862 shares of Velocity Financial worth $145K as of Q2 2026.
UBS AM left its Velocity Financial share count unchanged in Q2 2026.
Velocity Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2773 holding.
UBS AM 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 UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.