Position in VEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$128,904
+$96,416 QoQ
Shares Held
6,983
+288.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 99 holders
Holding Since
Mar 2020
23 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, 2026CITIGROUP INC holds $41,500,019 across 8 Mortgage Finance names. VEL ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,166,015 | $34,114,736 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
51,412 | $4,477,984 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
38,452 | $2,103,323 | |
| 4 | UWMC |
UWM Holdings Corp
|
149,337 | $341,981 | |
| 5 | ONIT |
Onity Group Inc.
|
3,489 | $138,687 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
6,983 | $128,904 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
4,679 | $128,672 | |
| 8 | LDI |
loanDepot, Inc.
|
52,586 | $65,732 |
All Filings in VEL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,904 | 6,983 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $32,488 | 1,796 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $28,066 | 1,352 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $36,587 | 2,017 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $81,631 | 4,403 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $126,853 | 6,780 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $145,720 | 7,450 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $136,465 | 6,959 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $42,385 | 2,364 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $34,470 | 1,915 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $26,121 | 1,517 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $22,497 | 1,991 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $31,753 | 2,754 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $54 | 6 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $579 | 60 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,430 | 132 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,824 | 621 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,036 | 369 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $29,660 | 2,165 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $12,883 | 979 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $5,095 | 408 | Shares | Defined | 2021-08-10 | |
| 2020-09-30 | $132,492 | 26,393 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $16,084 | 2,136 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||