CAM
VBTX

Cresset Asset Management’s Veritex Holdings VBTX Stock Holding History

Cresset Asset 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
-49,575
Closed -$1.24M – 1786
2025
Q1 		$1.24M Sell
49,575
-3,595
-7% -$92.6K 0.01% 695
2024
Q4 		$1.44M Sell
53,170
-450
-0.8% -$12.7K 0.01% 652
2024
Q3 		$1.41M Buy
53,620
+2,108
+4% +$49.9K 0.01% 992
2024
Q2 		$1.09M Buy
51,512
+1,607
+3% +$32.5K ﹤0.01% 1017
2024
Q1 		$1.02M Sell
49,905
-12,389
-20% -$256K ﹤0.01% 964
2023
Q4 		$1.45M Buy
62,294
+11,045
+22% +$217K 0.01% 730
2023
Q3 		$920K Buy
51,249
+8,034
+19% +$155K ﹤0.01% 893
2023
Q2 		$775K Buy
+43,215
New +$769K ﹤0.01% 1060
2019
Q2 		– Sell
-102
Closed -$2K – 1657
2019
Q1 		$2K Buy
102
+65
+176% +$1.65K ﹤0.01% 1701
2018
Q4 		$1K Buy
+37
New +$904 ﹤0.01% 1614

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

Cresset Asset Management's VBTX Position: Q2 2025 in Review

Cresset Asset Management sold out of Veritex Holdings (VBTX) in Q2 2025, closing a stake of 49,575 shares — an estimated $1.24M sold.

Cresset Asset Management first reported a position in VBTX in Q4 2018 and held it in 10 quarters. The position peaked at $1.45M in Q4 2023. 246 funds tracked by Wall St. Rank hold VBTX as of Q2 2025.

  • Cresset Asset Management reported no remaining Veritex Holdings position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 49,575 Veritex Holdings shares in Q2 2025, an estimated $1.24M.
  • Cresset Asset Management first reported a position in Veritex Holdings in Q4 2018 and held it in 10 quarters.
  • Cresset Asset Management's Veritex Holdings position peaked at $1.45M in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.