EP
VBTX

Essential Partners’s Veritex Holdings VBTX Stock Holding History

Essential Partners’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
-310
Closed -$10.4K – 2925
2025
Q3 		$10.4K Buy
310
+24
+8% +$774 ﹤0.01% 1139
2025
Q2 		$7.46K Buy
+286
New +$6.82K ﹤0.01% 935

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Essential Partners's VBTX Position: Q4 2025 in Review

Essential Partners sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 310 shares — an estimated $10.4K sold.

Essential Partners first reported a position in VBTX in Q2 2025 and held it in 2 quarters. The position peaked at $10.4K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Essential Partners reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 310 Veritex Holdings shares in Q4 2025, an estimated $10.4K.
  • Essential Partners first reported a position in Veritex Holdings in Q2 2025 and held it in 2 quarters.
  • Essential Partners's Veritex Holdings position peaked at $10.4K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.