Envestnet Asset Management
VBTX

Envestnet Asset Management’s Veritex Holdings VBTX Stock Holding History

Envestnet 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
Q4 		– Sell
-15,050
Closed -$505K – 4676
2025
Q3 		$505K Sell
15,050
-8,796
-37% -$284K ﹤0.01% 3756
2025
Q2 		$622K Sell
23,846
-28,967
-55% -$691K ﹤0.01% 3539
2025
Q1 		$1.32M Sell
52,813
-954
-2% -$24.6K ﹤0.01% 3008
2024
Q4 		$1.46M Buy
53,767
+3,112
+6% +$87.7K ﹤0.01% 2897
2024
Q3 		$1.33M Buy
50,655
+2,402
+5% +$56.9K ﹤0.01% 2928
2024
Q2 		$1.02M Buy
48,253
+2,852
+6% +$57.7K ﹤0.01% 3035
2024
Q1 		$930K Buy
45,401
+4,795
+12% +$99.2K ﹤0.01% 3079
2023
Q4 		$945K Buy
40,606
+3,188
+9% +$62.8K ﹤0.01% 2974
2023
Q3 		$672K Sell
37,418
-2,000
-5% -$38.6K ﹤0.01% 3080
2023
Q2 		$707K Buy
39,418
+2,959
+8% +$52.7K ﹤0.01% 3008
2023
Q1 		$666K Sell
36,459
-376
-1% -$9.59K ﹤0.01% 2958
2022
Q4 		$1.03M Sell
36,835
-996
-3% -$29.6K ﹤0.01% 2610
2022
Q3 		$1.01M Sell
37,831
-11,326
-23% -$343K ﹤0.01% 2565
2022
Q2 		$1.44M Buy
49,157
+6,295
+15% +$210K ﹤0.01% 2326
2022
Q1 		$1.64M Buy
42,862
+18,340
+75% +$737K ﹤0.01% 2330
2021
Q4 		$975K Buy
24,522
+1,571
+7% +$63.6K ﹤0.01% 2650
2021
Q3 		$903K Buy
22,951
+2,480
+12% +$86.4K ﹤0.01% 2617
2021
Q2 		$725K Buy
20,471
+5,159
+34% +$180K ﹤0.01% 2734
2021
Q1 		$501K Buy
15,312
+3,844
+34% +$113K ﹤0.01% 2842
2020
Q4 		$294K Sell
11,468
-1,097
-9% -$24.1K ﹤0.01% 2933
2020
Q3 		$214K Sell
12,565
-1,169
-9% -$20.2K ﹤0.01% 2889
2020
Q2 		$243K Sell
13,734
-546
-4% -$8.86K ﹤0.01% 2792
2020
Q1 		$199K Buy
+14,280
New +$344K ﹤0.01% 2734
2018
Q3 		– Sell
-6,309
Closed -$196K – 2573
2018
Q2 		$196K Sell
6,309
-119
-2% -$3.56K ﹤0.01% 1678
2018
Q1 		$180K Buy
6,428
+1,286
+25% +$36.3K ﹤0.01% 1637
2017
Q4 		$142K Buy
+5,142
New +$139K ﹤0.01% 1982

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

Envestnet Asset Management's VBTX Position: Q4 2025 in Review

Envestnet Asset Management sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 15,050 shares — an estimated $505K sold.

Envestnet Asset Management first reported a position in VBTX in Q4 2017 and held it in 26 quarters. The position peaked at $1.64M in Q1 2022. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Envestnet Asset Management reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 15,050 Veritex Holdings shares in Q4 2025, an estimated $505K.
  • Envestnet Asset Management first reported a position in Veritex Holdings in Q4 2017 and held it in 26 quarters.
  • Envestnet Asset Management's Veritex Holdings position peaked at $1.64M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.