CT
VBTX

Clearstead Trust’s Veritex Holdings VBTX Stock Holding History

Clearstead Trust’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
-17
Closed -$571 – 1529
2025
Q3 		$571 Hold
17
– – ﹤0.01% 1347
2025
Q2 		$444 Buy
+17
New +$405 ﹤0.01% 1352

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

Clearstead Trust's VBTX Position: Q4 2025 in Review

Clearstead Trust sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 17 shares — an estimated $571 sold.

Clearstead Trust first reported a position in VBTX in Q2 2025 and held it in 2 quarters. The position peaked at $571 in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Clearstead Trust reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 17 Veritex Holdings shares in Q4 2025, an estimated $571.
  • Clearstead Trust first reported a position in Veritex Holdings in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Veritex Holdings position peaked at $571 in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

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