Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$259,768
+$104,538 QoQ
Shares Held
14,072
+64.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
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, 2026WELLS FARGO & COMPANY/MN holds $56,880,416 across 9 Mortgage Finance names. VEL ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,123,437 | $49,194,131 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
27,143 | $2,364,153 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
41,926 | $2,293,350 | |
| 4 | UWMC |
UWM Holdings Corp
|
833,240 | $1,908,119 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
13,760 | $378,399 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
14,072 | $259,768 | |
| 7 | ONIT |
Onity Group Inc.
|
5,904 | $234,684 | |
| 8 | LDI |
loanDepot, Inc.
|
108,267 | $135,333 |
All Filings in VEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,768 | 14,072 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $155,230 | 8,581 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $364,254 | 17,546 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $208,356 | 11,486 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $396,533 | 21,388 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $370,700 | 19,813 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $375,199 | 19,182 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $237,947 | 12,134 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $178,511 | 9,956 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $169,092 | 9,394 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $56,774 | 3,297 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $31,233 | 2,764 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,292 | 4,015 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $19,992 | 2,214 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,790 | 600 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,653 | 706 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,737 | 795 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $68,407 | 6,253 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $265,628 | 19,389 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $328,880 | 24,991 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,048 | 1,285 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $37,864 | 4,269 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $77,412 | 12,426 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $64,456 | 12,840 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $50,356 | 12,749 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $175,990 | 23,372 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||