UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in VEL — Velocity Financial, Inc.
CIK 861177
NEW YORK, NY
Position in VEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$145,132
+$2,909 QoQ
Shares Held
7,862
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 99 holders
Holding Since
Dec 2025
3 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, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $93,093,373 across 6 Mortgage Finance names. VEL ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
5,259,006 | $82,829,341 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
68,681 | $5,982,113 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
66,046 | $3,612,712 | |
| 4 | UWMC |
UWM Holdings Corp
|
224,550 | $514,217 | |
| 5 | VEL |
Velocity Financial, Inc.
This page
|
7,862 | $145,132 | |
| 6 | ONIT |
Onity Group Inc.
|
248 | $9,858 |
All Filings in VEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,132 | 7,862 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $142,223 | 7,862 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,393 | 886 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||