DIA
VBTX

Dana Investment Advisors’s Veritex Holdings VBTX Stock Holding History

Dana Investment 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
Q3 		– Sell
-215,117
Closed -$5.61M – 578
2025
Q2 		$5.61M Sell
215,117
-3,373
-2% -$80.4K 0.19% 140
2025
Q1 		$5.46M Sell
218,490
-5,624
-3% -$145K 0.2% 136
2024
Q4 		$6.09M Sell
224,114
-12,898
-5% -$364K 0.2% 135
2024
Q3 		$6.24M Sell
237,012
-27,828
-11% -$659K 0.21% 136
2024
Q2 		$5.59M Buy
264,840
+57,540
+28% +$1.16M 0.19% 150
2024
Q1 		$4.25M Buy
+207,300
New +$4.29M 0.14% 185
2023
Q1 		– Sell
-24,607
Closed -$691K – 423
2022
Q4 		$691K Buy
24,607
+7,011
+40% +$208K 0.04% 280
2022
Q3 		$468K Sell
17,596
-25,695
-59% -$778K 0.03% 314
2022
Q2 		$1.27M Buy
43,291
+1,594
+4% +$53.1K 0.06% 199
2022
Q1 		$1.59M Buy
+41,697
New +$1.68M 0.07% 172

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dana Investment Advisors's VBTX Position: Q3 2025 in Review

Dana Investment Advisors sold out of Veritex Holdings (VBTX) in Q3 2025, closing a stake of 215,117 shares — an estimated $5.61M sold.

Dana Investment Advisors first reported a position in VBTX in Q1 2022 and held it in 10 quarters. The position peaked at $6.24M in Q3 2024. 235 funds tracked by Wall St. Rank hold VBTX as of Q3 2025.

  • Dana Investment Advisors reported no remaining Veritex Holdings position as of Q3 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 215,117 Veritex Holdings shares in Q3 2025, an estimated $5.61M.
  • Dana Investment Advisors first reported a position in Veritex Holdings in Q1 2022 and held it in 10 quarters.
  • Dana Investment Advisors's Veritex Holdings position peaked at $6.24M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2025.

Based on Dana Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.