Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,344,136
-$632,838 QoQ
Shares Held
235,327
-14.5% QoQ
Ownership
0.596%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 99 holders
Holding Since
Mar 2020
15 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, 2026GOLDMAN SACHS GROUP INC holds $498,731,632 across 9 Mortgage Finance names. VEL ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
23,227,764 | $365,837,282 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
819,763 | $71,401,355 | |
| 3 | UWMC |
UWM Holdings Corp
|
10,126,852 | $23,190,491 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
395,344 | $21,625,315 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
337,978 | $9,294,395 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
235,327 | $4,344,136 | |
| 7 | ONIT |
Onity Group Inc.
|
50,664 | $2,013,893 | |
| 8 | LDI |
loanDepot, Inc.
|
785,323 | $981,653 |
All Filings in VEL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,344,136 | 235,327 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,976,974 | 275,123 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,592,746 | 173,061 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $3,710,319 | 204,538 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,571,741 | 246,588 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,695,916 | 197,537 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $1,892,586 | 96,758 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,138,576 | 58,061 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $284,047 | 15,842 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $210,240 | 11,680 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $582,449 | 33,824 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $151,431 | 13,401 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $251,861 | 21,844 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $104,504 | 11,573 | Shares | Defined | 2024-05-14 | |
| 2020-03-31 | $273,647 | 36,341 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||