AF
VBTX

Allworth Financial’s Veritex Holdings VBTX Stock Holding History

Allworth Financial’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-291
Closed -$9.76K – 5294
2025
Q3 		$9.76K Buy
291
+5
+2% +$161 ﹤0.01% 3151
2025
Q2 		$7.46K Buy
286
+233
+440% +$5.55K ﹤0.01% 3040
2025
Q1 		$1.23K Hold
53
– – ﹤0.01% 3399
2024
Q4 		$1.4K Hold
53
– – ﹤0.01% 3286
2024
Q3 		$1.4K Hold
53
– – ﹤0.01% 3101
2024
Q2 		$1.26K Hold
53
– – ﹤0.01% 3088
2024
Q1 		$1.09K Hold
53
– – ﹤0.01% 3052
2023
Q4 		$1.23K Hold
53
– – ﹤0.01% 2885
2023
Q3 		$952 Buy
+53
New +$1.02K ﹤0.01% 2869

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's VBTX Position: Q4 2025 in Review

Allworth Financial sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 291 shares — an estimated $9.76K sold.

Allworth Financial first reported a position in VBTX in Q3 2023 and held it in 9 quarters. The position peaked at $9.76K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Allworth Financial reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 291 Veritex Holdings shares in Q4 2025, an estimated $9.76K.
  • Allworth Financial first reported a position in Veritex Holdings in Q3 2023 and held it in 9 quarters.
  • Allworth Financial's Veritex Holdings position peaked at $9.76K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.