Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,090
+$5,584 QoQ
Shares Held
1,305
+27.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 99 holders
Holding Since
Mar 2020
22 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, 2026Legal & General Group Plc holds $62,733,461 across 8 Mortgage Finance names. VEL ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,527,649 | $55,560,470 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
78,931 | $4,317,524 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
25,837 | $2,250,402 | |
| 4 | UWMC |
UWM Holdings Corp
|
172,038 | $393,965 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
5,221 | $143,577 | |
| 6 | ONIT |
Onity Group Inc.
|
727 | $28,898 | |
| 7 | VEL |
Velocity Financial, Inc.
This page
|
1,305 | $24,090 | |
| 8 | LDI |
loanDepot, Inc.
|
11,628 | $14,535 |
All Filings in VEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,090 | 1,305 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,506 | 1,023 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $21,237 | 1,023 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $13,858 | 764 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,762 | 1,012 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $14,126 | 755 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,877 | 914 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,923 | 914 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $12,210 | 681 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $12,258 | 681 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $11,726 | 681 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $7,695 | 681 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,851 | 681 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,149 | 681 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,571 | 681 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,382 | 681 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,484 | 681 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $7,450 | 681 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,329 | 681 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,961 | 681 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,505 | 681 | Shares | Defined | 2021-08-12 | |
| 2020-03-31 | $6,136 | 815 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||