CAL
VBTX

Capital Advisors Ltd’s Veritex Holdings VBTX Stock Holding History

Capital Advisors Ltd’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
-97
Closed -$3K – 1587
2025
Q3 		$3K Hold
97
– – ﹤0.01% 1030
2025
Q2 		$3K Hold
97
– – ﹤0.01% 1024
2025
Q1 		$2K Hold
97
– – ﹤0.01% 1097
2024
Q4 		$3K Hold
97
– – ﹤0.01% 1034
2024
Q3 		$3K Hold
97
– – ﹤0.01% 1022
2024
Q2 		$2K Hold
97
– – ﹤0.01% 1091
2024
Q1 		$2K Hold
97
– – ﹤0.01% 1085
2023
Q4 		$2K Hold
97
– – ﹤0.01% 1057
2023
Q3 		$2K Hold
97
– – ﹤0.01% 1048
2023
Q2 		$2K Buy
97
+62
+177% +$1.1K ﹤0.01% 1054
2023
Q1 		$1K Buy
+35
New +$892 ﹤0.01% 1128

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

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

Capital Advisors Ltd sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 97 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in VBTX in Q1 2023 and held it in 11 quarters. The position peaked at $3K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 97 Veritex Holdings shares in Q4 2025, an estimated $3K.
  • Capital Advisors Ltd first reported a position in Veritex Holdings in Q1 2023 and held it in 11 quarters.
  • Capital Advisors Ltd's Veritex Holdings position peaked at $3K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.