AI
VBTX

Atria Investments’s Veritex Holdings VBTX Stock Holding History

Atria Investments’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
Q3 		– Sell
-10,420
Closed -$272K – 2154
2025
Q2 		$272K Sell
10,420
-419
-4% -$9.99K ﹤0.01% 1765
2025
Q1 		$271K Buy
10,839
+2,577
+31% +$66.4K ﹤0.01% 1676
2024
Q4 		$224K Sell
8,262
-96
-1% -$2.71K ﹤0.01% 1734
2024
Q3 		$220K Buy
+8,358
New +$198K ﹤0.01% 1781

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Atria Investments's VBTX Position: Q3 2025 in Review

Atria Investments sold out of Veritex Holdings (VBTX) in Q3 2025, closing a stake of 10,420 shares — an estimated $272K sold.

Atria Investments first reported a position in VBTX in Q3 2024 and held it in 4 quarters. The position peaked at $272K in Q2 2025. 235 funds tracked by Wall St. Rank hold VBTX as of Q3 2025.

  • Atria Investments reported no remaining Veritex Holdings position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 10,420 Veritex Holdings shares in Q3 2025, an estimated $272K.
  • Atria Investments first reported a position in Veritex Holdings in Q3 2024 and held it in 4 quarters.
  • Atria Investments's Veritex Holdings position peaked at $272K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.