Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$988,976
-$580,331 QoQ
Shares Held
53,574
-38.2% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
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, 2026HSBC HOLDINGS PLC holds $10,038,619 across 4 Mortgage Finance names. VEL ranks #2 (9.9% of the industry book) .
All Filings in VEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,976 | 53,574 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,569,307 | 86,750 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,456,687 | 70,168 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $1,349,017 | 74,367 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,492,507 | 80,502 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $800,226 | 42,770 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $617,294 | 31,559 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $544,765 | 27,780 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $356,322 | 19,873 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $357,966 | 19,887 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $307,618 | 17,864 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $213,445 | 18,889 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $227,533 | 19,734 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $195,409 | 21,640 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $138,207 | 14,322 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $150,459 | 13,880 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $152,541 | 13,880 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $151,847 | 13,880 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $190,156 | 13,880 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $182,660 | 13,880 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $173,361 | 13,880 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $150,630 | 16,982 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $114,077 | 18,311 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $93,874 | 18,700 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $91,505 | 23,166 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $127,972 | 16,995 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||