Cerity Partners’s Veritex Holdings VBTX Stock Holding History

Cerity Partners’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	-20,384	Closed	-$683K	–	3022
2025 Q3	$683K	Buy	20,384 +4,166	+26%	+$134K	﹤0.01%	1785
2025 Q2	$423K	Buy	16,218 +1,571	+11%	+$37.5K	﹤0.01%	1955
2025 Q1	$366K	Buy	14,647 +3,312	+29%	+$85.3K	﹤0.01%	1918
2024 Q4	$302K	Sell	11,335 -4,232	-27%	-$119K	﹤0.01%	2029
2024 Q3	$410K	Buy	+15,567	New	+$369K	﹤0.01%	1888
2023 Q2	–	Sell	-1,035	Closed	-$2.07M	–	1957
2023 Q1	$2.07M	Buy	+1,035	New	+$26.4K	﹤0.01%	713

Other funds holding VBTX

Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

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

Cerity Partners's VBTX Position: Q4 2025 in Review

Cerity Partners sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 20,384 shares — an estimated $683K sold.

Cerity Partners first reported a position in VBTX in Q1 2023 and held it in 6 quarters. The position peaked at $2.07M in Q1 2023. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Cerity Partners reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 20,384 Veritex Holdings shares in Q4 2025, an estimated $683K.
Cerity Partners first reported a position in Veritex Holdings in Q1 2023 and held it in 6 quarters.
Cerity Partners's Veritex Holdings position peaked at $2.07M in Q1 2023.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.