Position in VEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$540,268
+$367,274 QoQ
Shares Held
29,267
+206.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 99 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $42,824,434 across 8 Mortgage Finance names. VEL ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
1,555,198 | $24,494,364 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
260,953 | $14,274,127 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
33,324 | $2,902,519 | |
| 4 | VEL |
Velocity Financial, Inc.
This page
|
29,267 | $540,268 | |
| 5 | ONIT |
Onity Group Inc.
|
6,594 | $262,111 | |
| 6 | UWMC |
UWM Holdings Corp
|
71,024 | $162,644 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
4,160 | $114,399 | |
| 8 | LDI |
loanDepot, Inc.
|
59,202 | $74,002 |
All Filings in VEL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,268 | 29,267 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $172,994 | 9,563 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $211,128 | 10,170 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $128,920 | 7,107 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,175 | 2,113 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $33,397 | 1,785 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,388 | 480 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,549 | 130 | Shares | Defined | 2024-11-13 | |
| 2022-09-30 | $1,146,002 | 105,720 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,407,807 | 128,099 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $1,439,888 | 131,617 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,928,684 | 140,780 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $1,914,567 | 145,484 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $2,003,731 | 160,427 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,249,345 | 366,330 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,258,766 | 362,563 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,762,048 | 351,006 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,386,471 | 351,006 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,607,479 | 346,279 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||