Bank of Montreal
VBTX

Bank of Montreal’s Veritex Holdings VBTX Stock Holding History

Bank of Montreal’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
-8,383
Closed -$219K – 3816
2025
Q2 		$219K Buy
8,383
+177
+2% +$4.22K ﹤0.01% 2760
2025
Q1 		$205K Buy
+8,206
New +$211K ﹤0.01% 2722
2022
Q3 		– Sell
-6,177
Closed -$206 – 4427
2022
Q2 		$206 Sell
6,177
-8,229
-57% -$274K ﹤0.01% 3254
2022
Q1 		$582K Buy
14,406
+1,455
+11% +$58.5K ﹤0.01% 2719
2021
Q4 		$520K Sell
12,951
-2,265
-15% -$91.8K ﹤0.01% 2355
2021
Q3 		$613K Sell
15,216
-293
-2% -$10.2K ﹤0.01% 2760
2021
Q2 		$579K Buy
15,509
+2,439
+19% +$85.3K ﹤0.01% 2757
2021
Q1 		$437K Buy
13,070
+1,201
+10% +$35.4K ﹤0.01% 2725
2020
Q4 		$335K Buy
11,869
+8,122
+217% +$179K ﹤0.01% 2930
2020
Q3 		$71K Sell
3,747
-2,488
-40% -$43K ﹤0.01% 3267
2020
Q2 		$98K Buy
6,235
+4,253
+215% +$69K ﹤0.01% 3100
2020
Q1 		$28K Sell
1,982
-6,105
-75% -$147K ﹤0.01% 3122
2019
Q4 		$237K Buy
8,087
+1,609
+25% +$41.3K ﹤0.01% 3075
2019
Q3 		$156K Buy
6,478
+178
+3% +$4.38K ﹤0.01% 3060
2019
Q2 		$163K Buy
6,300
+4,371
+227% +$113K ﹤0.01% 3043
2019
Q1 		$46K Buy
1,929
+1,132
+142% +$28.6K ﹤0.01% 3368
2018
Q4 		$17K Buy
797
+636
+395% +$15.5K ﹤0.01% 3705
2018
Q3 		$5K Sell
161
-5
-3% -$154 ﹤0.01% 4128
2018
Q2 		$5K Buy
+166
New +$4.97K ﹤0.01% 4138

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 $552B AUM 44.19% 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 $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bank of Montreal's VBTX Position: Q3 2025 in Review

Bank of Montreal sold out of Veritex Holdings (VBTX) in Q3 2025, closing a stake of 8,383 shares — an estimated $219K sold.

Bank of Montreal first reported a position in VBTX in Q2 2018 and held it in 19 quarters. The position peaked at $613K in Q3 2021. 235 funds tracked by Wall St. Rank hold VBTX as of Q3 2025.

  • Bank of Montreal reported no remaining Veritex Holdings position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 8,383 Veritex Holdings shares in Q3 2025, an estimated $219K.
  • Bank of Montreal first reported a position in Veritex Holdings in Q2 2018 and held it in 19 quarters.
  • Bank of Montreal's Veritex Holdings position peaked at $613K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.