Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,063
-$193,741 QoQ
Shares Held
3,037
-78.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 99 holders
Holding Since
Mar 2022
18 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, 2026BARCLAYS PLC holds $14,096,283 across 10 Mortgage Finance names. VEL ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
598,184 | $9,421,397 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
26,502 | $2,308,324 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
52,407 | $1,441,192 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
6,051 | $330,989 | |
| 5 | UWMC |
UWM Holdings Corp
|
141,969 | $325,108 | |
| 6 | LDI |
loanDepot, Inc.
|
105,971 | $132,463 | |
| 7 | VEL |
Velocity Financial, Inc.
This page
|
3,037 | $56,063 | |
| 8 | ONIT |
Onity Group Inc.
|
1,233 | $49,011 |
All Filings in VEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,063 | 3,037 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $249,804 | 13,809 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $505,755 | 24,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $393,655 | 21,701 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $641,780 | 34,616 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $283,194 | 15,136 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $331,718 | 16,959 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $390,552 | 19,916 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $149,410 | 8,333 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $203,796 | 11,322 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $296,666 | 17,228 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $75,913 | 6,718 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $80,398 | 6,973 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $90,407 | 10,012 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $26,170 | 2,712 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $9,625 | 888 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,747 | 432 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,239 | 1,393 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||