Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,671
+$25,266 QoQ
Shares Held
1,499
+1027.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 99 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $25,537,893 across 10 Mortgage Finance names. VEL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
1,531,322 | $24,118,319 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
10,958 | $599,400 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
|
53,333 | $309,331 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
1,596 | $139,010 | |
| 5 | UWMC |
UWM Holdings Corp
|
54,633 | $125,108 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
3,862 | $106,205 | |
| 7 | LDI |
loanDepot, Inc.
|
76,287 | $95,358 | |
| 8 | VEL |
Velocity Financial, Inc.
This page
|
1,499 | $27,671 |
All Filings in VEL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,671 | 1,499 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,405 | 133 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,739 | 421 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,281 | 1,063 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $121,435 | 6,550 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $133,457 | 7,133 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $148,772 | 7,606 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $146,759 | 7,484 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $112,008 | 6,247 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $100,746 | 5,597 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $146,334 | 8,498 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,622 | 1,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,526 | 913 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,343 | 481 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,375 | 1,697 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,138 | 105 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $527 | 48 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,776 | 528 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,727 | 1,878 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,159 | 1,076 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,331 | 587 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $998 | 199 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,167 | 802 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||