Position in VEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,502,205
-$2,200,051 QoQ
Shares Held
1,489,827
-9.3% QoQ
Ownership
3.77%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 99 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026BlackRock, Inc. holds $1,701,815,062 across 10 Mortgage Finance names. VEL ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
69,066,062 | $1,087,790,468 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
5,294,589 | $289,614,010 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
2,327,613 | $202,735,085 | |
| 4 | UWMC |
UWM Holdings Corp
|
17,581,973 | $40,262,711 | |
| 5 | VEL |
Velocity Financial, Inc.
This page
|
1,489,827 | $27,502,205 | |
| 6 | ONIT |
Onity Group Inc.
|
536,385 | $21,321,301 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
685,834 | $18,860,433 | |
| 8 | LDI |
loanDepot, Inc.
|
10,846,271 | $13,557,836 |
All Filings in VEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,502,205 | 1,489,827 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $29,702,256 | 1,641,916 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $34,713,082 | 1,672,114 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,069,295 | 1,657,624 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,091,366 | 1,838,801 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,619,669 | 1,102,067 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $20,030,981 | 1,024,079 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,767,621 | 1,008,038 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||