Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$613,259
-$43,462 QoQ
Shares Held
33,221
-8.5% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 99 holders
Holding Since
Mar 2020
26 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, 2026BANK OF AMERICA CORP /DE/ holds $375,713,210 across 9 Mortgage Finance names. VEL ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
19,729,308 | $310,736,599 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
286,228 | $24,930,458 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
373,617 | $20,436,847 | |
| 4 | UWMC |
UWM Holdings Corp
|
7,634,328 | $17,482,610 | |
| 5 | LDI |
loanDepot, Inc.
|
536,747 | $670,933 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
33,221 | $613,259 | |
| 7 | ONIT |
Onity Group Inc.
|
15,407 | $612,428 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
7,896 | $217,140 |
All Filings in VEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,259 | 33,221 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $656,721 | 36,303 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $643,040 | 30,975 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $729,499 | 40,215 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,307,533 | 70,525 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $414,763 | 22,168 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $338,211 | 17,291 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $305,856 | 15,597 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $247,953 | 13,829 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $255,402 | 14,189 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $344,451 | 20,003 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $202,778 | 17,945 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $186,889 | 16,209 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $133,200 | 14,751 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $73,233 | 7,589 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $37,419 | 3,452 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,552 | 3,235 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,970 | 2,374 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $121,847 | 8,894 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $63,918 | 4,857 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $57,778 | 4,626 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $13,029 | 1,469 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,164 | 1,471 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $14,969 | 2,982 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $43,710 | 11,066 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $105,721 | 14,040 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||