Position in VEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,340,398
+$26,866 QoQ
Shares Held
72,611
0.0% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#21
of 99 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 7%
Shared 93%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $2,981,579 across 2 Mortgage Finance names. VEL ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
104,202 | $1,641,181 | |
| 2 | VEL |
Velocity Financial, Inc.
This page
|
72,611 | $1,340,398 |
All Filings in VEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,398 | 72,611 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,313,532 | 72,611 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,507,404 | 72,611 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,375,464 | 75,825 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||