CA
VBTX

Clearstead Advisors’s Veritex Holdings VBTX Stock Holding History

Clearstead Advisors’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
-286
Closed -$9.59K – 3266
2025
Q3 		$9.59K Hold
286
– – ﹤0.01% 1942
2025
Q2 		$7.46K Buy
+286
New +$6.82K ﹤0.01% 1985

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

Clearstead Advisors's VBTX Position: Q4 2025 in Review

Clearstead Advisors sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 286 shares — an estimated $9.59K sold.

Clearstead Advisors first reported a position in VBTX in Q2 2025 and held it in 2 quarters. The position peaked at $9.59K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Clearstead Advisors reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 286 Veritex Holdings shares in Q4 2025, an estimated $9.59K.
  • Clearstead Advisors first reported a position in Veritex Holdings in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Veritex Holdings position peaked at $9.59K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.