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Bell Investment Advisors, Inc

Position in VEL — Velocity Financial, Inc.

CIK 1890149 ORINDA, CA

Position in VEL

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$524
New position
Shares Held
29
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $4,434 across 3 Mortgage Finance names.

# Ticker Company Shares Value (USD) Open

All Filings in VEL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $524 29