Covestor’s Veritex Holdings VBTX Stock Holding History

Covestor’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	-4	Closed	–	–	2770
2025 Q3	$0	Sell	4 -10	-71%	-$322	﹤0.01%	2810
2025 Q2	$0	Buy	14 +6	+75%	+$143	﹤0.01%	2791
2025 Q1	$0	Sell	8 -3	-27%	-$77	﹤0.01%	2762
2024 Q4	$0	Sell	11 -35	-76%	-$987	﹤0.01%	2773
2024 Q3	$1K	Sell	46 -18	-28%	-$426	﹤0.01%	2113
2024 Q2	$1K	Buy	64 +11	+21%	+$222	﹤0.01%	2143
2024 Q1	$1K	Sell	53 -8	-13%	-$165	﹤0.01%	2133
2023 Q4	$1K	Sell	61 -14	-19%	-$276	﹤0.01%	2047
2023 Q3	$1K	Sell	75 -30	-29%	-$579	﹤0.01%	2012
2023 Q2	$2K	Buy	105 +90	+600%	+$1.6K	﹤0.01%	1882
2023 Q1	$0	Buy	15 +3	+25%	+$76	﹤0.01%	2621
2022 Q4	$0	Buy	12 +2	+20%	+$59	﹤0.01%	2640
2022 Q3	$0	Sell	10 -3	-23%	-$91	﹤0.01%	2649
2022 Q2	$0	Sell	13 -2	-13%	-$67	﹤0.01%	2396
2022 Q1	$1K	Sell	15 -1	-6%	-$40	﹤0.01%	1979
2021 Q4	$1K	Buy	+16	New	+$648	﹤0.01%	1972

Other funds holding VBTX

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

Covestor's VBTX Position: Q4 2025 in Review

Covestor sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 4 shares.

Covestor first reported a position in VBTX in Q4 2021 and held it in 16 quarters. The position peaked at $2K in Q2 2023. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Covestor reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Covestor sold 4 Veritex Holdings shares in Q4 2025.
Covestor first reported a position in Veritex Holdings in Q4 2021 and held it in 16 quarters.
Covestor's Veritex Holdings position peaked at $2K in Q2 2023.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Covestor's 13F filing for Q4 2025, filed 6 Feb 2026.