CWP
VBTX

Concord Wealth Partners’s Veritex Holdings VBTX Stock Holding History

Concord Wealth 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
Q2 		– Sell
-39
Closed -$974 – 901
2025
Q1 		$974 Hold
39
– – ﹤0.01% 732
2024
Q4 		$1.06K Hold
39
– – ﹤0.01% 791
2024
Q3 		$1.03K Buy
+39
New +$924 ﹤0.01% 835

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

Concord Wealth Partners's VBTX Position: Q2 2025 in Review

Concord Wealth Partners sold out of Veritex Holdings (VBTX) in Q2 2025, closing a stake of 39 shares — an estimated $974 sold.

Concord Wealth Partners first reported a position in VBTX in Q3 2024 and held it in 3 quarters. The position peaked at $1.06K in Q4 2024. 246 funds tracked by Wall St. Rank hold VBTX as of Q2 2025.

  • Concord Wealth Partners reported no remaining Veritex Holdings position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 39 Veritex Holdings shares in Q2 2025, an estimated $974.
  • Concord Wealth Partners first reported a position in Veritex Holdings in Q3 2024 and held it in 3 quarters.
  • Concord Wealth Partners's Veritex Holdings position peaked at $1.06K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.