Position in VEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,892,700
+$292,642 QoQ
Shares Held
102,530
+15.9% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. VEL ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
This page
|
102,530 | $1,892,700 |
All Filings in VEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,892,700 | 102,530 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,600,058 | 88,450 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,190,737 | 105,527 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,864,716 | 102,796 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,716,523 | 92,585 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,412,733 | 75,507 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,296,611 | 66,289 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,209,796 | 61,693 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $872,236 | 48,647 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $586,152 | 32,564 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $633,074 | 36,764 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $280,622 | 24,834 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $384,477 | 33,346 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $284,072 | 31,459 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $222,630 | 23,071 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $254,226 | 23,453 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $267,219 | 24,315 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $264,188 | 24,149 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $238,460 | 17,406 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $223,257 | 16,965 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $194,681 | 15,587 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $134,655 | 15,181 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $160,633 | 25,784 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $225,553 | 44,931 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $141,733 | 35,882 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $102,286 | 13,584 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||