Carson Wealth (CWM LLC)
VBTX

Carson Wealth (CWM LLC)’s Veritex Holdings VBTX Stock Holding History

Carson Wealth (CWM LLC)’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
-18,920
Closed -$634K – 5661
2025
Q3 		$634K Buy
18,920
+2,781
+17% +$89.7K ﹤0.01% 1669
2025
Q2 		$421K Buy
16,139
+2,316
+17% +$55.2K ﹤0.01% 1669
2025
Q1 		$345K Buy
13,823
+2,653
+24% +$68.4K ﹤0.01% 1604
2024
Q4 		$303K Buy
11,170
+2,362
+27% +$66.6K ﹤0.01% 1586
2024
Q3 		$232K Buy
8,808
+5,469
+164% +$130K ﹤0.01% 1682
2024
Q2 		$70K Buy
3,339
+3,101
+1,303% +$62.7K ﹤0.01% 2231
2024
Q1 		$5K Sell
238
-132
-36% -$2.73K ﹤0.01% 3706
2023
Q4 		$9K Buy
370
+155
+72% +$3.05K ﹤0.01% 3259
2023
Q3 		$4K Buy
215
+72
+50% +$1.39K ﹤0.01% 3612
2023
Q2 		$3K Sell
143
-639
-82% -$11.4K ﹤0.01% 3711
2023
Q1 		$14K Sell
782
-295
-27% -$7.52K ﹤0.01% 2765
2022
Q4 		$30K Buy
1,077
+427
+66% +$12.7K ﹤0.01% 2092
2022
Q3 		$17K Buy
650
+551
+557% +$16.7K ﹤0.01% 2349
2022
Q2 		$3K Sell
99
-133
-57% -$4.43K ﹤0.01% 3249
2022
Q1 		$9K Buy
232
+70
+43% +$2.81K ﹤0.01% 2570
2021
Q4 		$6K Buy
+162
New +$6.56K ﹤0.01% 2672

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VBTX Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 18,920 shares — an estimated $634K sold.

Carson Wealth (CWM LLC) first reported a position in VBTX in Q4 2021 and held it in 16 quarters. The position peaked at $634K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 18,920 Veritex Holdings shares in Q4 2025, an estimated $634K.
  • Carson Wealth (CWM LLC) first reported a position in Veritex Holdings in Q4 2021 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Veritex Holdings position peaked at $634K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.