Capital Advisors Inc’s Veritex Holdings VBTX Stock Holding History

Capital Advisors Inc’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	-20,865	Closed	-$700K	–	364
2025 Q3	$700K	Buy	20,865 +7,565	+57%	+$244K	0.01%	178
2025 Q2	$347K	Hold	13,300	–	–	0.01%	238
2025 Q1	$332K	Hold	13,300	–	–	0.01%	238
2024 Q4	$361K	Hold	13,300	–	–	0.01%	226
2024 Q3	$350K	Hold	13,300	–	–	0.01%	230
2024 Q2	$280K	Hold	13,300	–	–	0.01%	258
2024 Q1	$273K	Hold	13,300	–	–	0.01%	254
2023 Q4	$309K	Hold	13,300	–	–	0.01%	241
2023 Q3	$239K	Hold	13,300	–	–	0.01%	230
2023 Q2	$238K	Hold	13,300	–	–	0.01%	241
2023 Q1	$243K	Hold	13,300	–	–	0.01%	234
2022 Q4	$373K	Hold	13,300	–	–	0.01%	190
2022 Q3	$372K	Hold	13,300	–	–	0.01%	182
2022 Q2	$389K	Hold	13,300	–	–	0.01%	181
2022 Q1	$508K	Hold	13,300	–	–	0.01%	168
2021 Q4	$529K	Hold	13,300	–	–	0.01%	168
2021 Q3	$523K	Hold	13,300	–	–	0.02%	162
2021 Q2	$471K	Hold	13,300	–	–	0.01%	169
2021 Q1	$435K	Hold	13,300	–	–	0.01%	167
2020 Q4	$341K	Hold	13,300	–	–	0.01%	163
2020 Q3	$226K	Hold	13,300	–	–	0.01%	177
2020 Q2	$232K	Hold	13,300	–	–	0.01%	163
2020 Q1	$186K	Sell	13,300 -42,965	-76%	-$1.03M	0.01%	152
2019 Q4	$1.64M	Hold	56,265	–	–	0.07%	103
2019 Q3	$1.46M	Hold	56,265	–	–	0.07%	108
2019 Q2	$1.46M	Sell	56,265 -25,285	-31%	-$655K	0.07%	108
2019 Q1	$1.98M	Buy	+81,550	New	+$2.06M	0.21%	81

Other funds holding VBTX

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

Capital Advisors Inc's VBTX Position: Q4 2025 in Review

Capital Advisors Inc sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 20,865 shares — an estimated $700K sold.

Capital Advisors Inc first reported a position in VBTX in Q1 2019 and held it in 27 quarters. The position peaked at $1.98M in Q1 2019. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Capital Advisors Inc reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Capital Advisors Inc sold 20,865 Veritex Holdings shares in Q4 2025, an estimated $700K.
Capital Advisors Inc first reported a position in Veritex Holdings in Q1 2019 and held it in 27 quarters.
Capital Advisors Inc's Veritex Holdings position peaked at $1.98M in Q1 2019.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.