Position in VEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$222,572
+$53,558 QoQ
Shares Held
12,057
+29.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 99 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $63,863,770 across 8 Mortgage Finance names. VEL ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,284,077 | $51,724,210 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
155,974 | $8,531,776 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
31,370 | $2,732,327 | |
| 4 | ONIT |
Onity Group Inc.
|
6,722 | $267,199 | |
| 5 | VEL |
Velocity Financial, Inc.
This page
|
12,057 | $222,572 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
7,950 | $218,624 | |
| 7 | LDI |
loanDepot, Inc.
|
87,246 | $109,057 | |
| 8 | UWMC |
UWM Holdings Corp
|
25,330 | $58,005 |
All Filings in VEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,572 | 12,057 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $169,014 | 9,343 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $193,960 | 9,343 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $87,144 | 4,804 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $89,066 | 4,804 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $89,882 | 4,804 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $93,966 | 4,804 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $94,206 | 4,804 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $86,135 | 4,804 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $57,762 | 3,209 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $151,122 | 8,776 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $108,977 | 9,644 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $78,911 | 6,844 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $48,373 | 5,357 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $34,170 | 3,541 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $37,734 | 3,481 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $44,619 | 4,060 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $50,849 | 4,648 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $71,349 | 5,208 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $64,852 | 4,928 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $63,586 | 5,091 | Shares | Defined | 2021-08-11 | |
| 2020-03-31 | $17,447 | 2,317 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||