EWA
VBTX

EverSource Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

EverSource 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
Q4 		– Sell
-1,510
Closed -$50.6K – 4459
2025
Q3 		$50.6K Sell
1,510
-61
-4% -$1.97K ﹤0.01% 1699
2025
Q2 		$41K Buy
1,571
+1,135
+260% +$27.1K ﹤0.01% 1754
2025
Q1 		$10.9K Buy
436
+60
+16% +$1.55K ﹤0.01% 2069
2024
Q4 		$10.2K Buy
376
+28
+8% +$789 ﹤0.01% 1980
2024
Q3 		$9.16K Hold
348
– – ﹤0.01% 1919
2024
Q2 		$8.72K Hold
348
– – ﹤0.01% 1924
2024
Q1 		$6.78K Hold
348
– – ﹤0.01% 1891
2023
Q4 		$8.1K Buy
348
+103
+42% +$2.03K ﹤0.01% 1657
2023
Q3 		$4.4K Buy
245
+28
+13% +$540 ﹤0.01% 1751
2023
Q2 		$3.89K Buy
+217
New +$3.86K ﹤0.01% 1829
2023
Q1 		– Sell
-49
Closed -$1.38K – 2541
2022
Q4 		$1.38K Hold
49
– – ﹤0.01% 2019
2022
Q3 		$1K Sell
49
-315
-87% -$9.54K ﹤0.01% 1916
2022
Q2 		$10K Hold
364
– – ﹤0.01% 1045
2022
Q1 		$14K Hold
364
– – ﹤0.01% 858
2021
Q4 		$14K Buy
+364
New +$14.7K ﹤0.01% 834

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

EverSource Wealth Advisors's VBTX Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 1,510 shares — an estimated $50.6K sold.

EverSource Wealth Advisors first reported a position in VBTX in Q4 2021 and held it in 15 quarters. The position peaked at $50.6K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,510 Veritex Holdings shares in Q4 2025, an estimated $50.6K.
  • EverSource Wealth Advisors first reported a position in Veritex Holdings in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Veritex Holdings position peaked at $50.6K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.