CCM
VBTX

Coldstream Capital Management’s Veritex Holdings VBTX Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-733
Closed -$18.3K – 3262
2025
Q1 		$18.3K Buy
+733
New +$18.9K ﹤0.01% 2146

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's VBTX Position: Q2 2025 in Review

Coldstream Capital Management sold out of Veritex Holdings (VBTX) in Q2 2025, closing a stake of 733 shares — an estimated $18.3K sold.

Coldstream Capital Management first reported a position in VBTX in Q1 2025 and held it in 1 quarter. The position peaked at $18.3K in Q1 2025. 246 funds tracked by Wall St. Rank hold VBTX as of Q2 2025.

  • Coldstream Capital Management reported no remaining Veritex Holdings position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 733 Veritex Holdings shares in Q2 2025, an estimated $18.3K.
  • Coldstream Capital Management first reported a position in Veritex Holdings in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Veritex Holdings position peaked at $18.3K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.