EWA
VBTX

EP Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

EP Wealth 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
Q2 		$243K Sell
9,305
-263
-3% -$6.27K ﹤0.01% 1144
2025
Q1 		$239K Buy
9,568
+1,074
+13% +$27.7K ﹤0.01% 1039
2024
Q4 		$231K Buy
+8,494
New +$239K ﹤0.01% 999

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

EP Wealth Advisors's VBTX Position: Q2 2025 in Review

EP Wealth Advisors reduced its Veritex Holdings (VBTX) stake by 2.7% in Q2 2025, selling an estimated $6.27K and leaving 9,305 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

EP Wealth Advisors first reported a position in VBTX in Q4 2024 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold VBTX as of Q2 2025.

  • EP Wealth Advisors held 9,305 shares of Veritex Holdings worth $243K as of Q2 2025.
  • EP Wealth Advisors sold 263 Veritex Holdings shares in Q2 2025, an estimated $6.27K.
  • Veritex Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1144 holding.
  • EP Wealth Advisors first reported a position in Veritex Holdings in Q4 2024 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.