CA
VBTX

CSM Advisors’s Veritex Holdings VBTX Stock Holding History

CSM Advisors’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
-71,655
Closed -$2.4M – 426
2025
Q3 		$2.4M Sell
71,655
-74,520
-51% -$2.4M 0.07% 284
2025
Q2 		$3.81M Buy
+146,175
New +$3.48M 0.11% 220

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

CSM Advisors's VBTX Position: Q4 2025 in Review

CSM Advisors sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 71,655 shares — an estimated $2.4M sold.

CSM Advisors first reported a position in VBTX in Q2 2025 and held it in 2 quarters. The position peaked at $3.81M in Q2 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • CSM Advisors reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • CSM Advisors sold 71,655 Veritex Holdings shares in Q4 2025, an estimated $2.4M.
  • CSM Advisors first reported a position in Veritex Holdings in Q2 2025 and held it in 2 quarters.
  • CSM Advisors's Veritex Holdings position peaked at $3.81M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on CSM Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.