F/M Investments’s Veritex Holdings VBTX Stock Holding History

F/M Investments’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	-77,156	Closed	-$2.59M	–	462
2025 Q3	$2.59M	Sell	77,156 -93,730	-55%	-$3.02M	0.1%	208
2025 Q2	$4.46M	Buy	170,886 +853	+0.5%	+$20.3K	0.16%	132
2025 Q1	$4.25M	Buy	170,033 +669	+0.4%	+$17.2K	0.17%	134
2024 Q4	$4.6M	Sell	169,364 -334,831	-66%	-$9.44M	0.17%	123
2024 Q3	$13.3M	Buy	504,195 +101,973	+25%	+$2.42M	0.42%	63
2024 Q2	$8.48M	Buy	+402,222	New	+$8.13M	0.31%	110

Other funds holding VBTX

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

F/M Investments's VBTX Position: Q4 2025 in Review

F/M Investments sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 77,156 shares — an estimated $2.59M sold.

F/M Investments first reported a position in VBTX in Q2 2024 and held it in 6 quarters. The position peaked at $13.3M in Q3 2024. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

F/M Investments reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
F/M Investments sold 77,156 Veritex Holdings shares in Q4 2025, an estimated $2.59M.
F/M Investments first reported a position in Veritex Holdings in Q2 2024 and held it in 6 quarters.
F/M Investments's Veritex Holdings position peaked at $13.3M in Q3 2024.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on F/M Investments's 13F filing for Q4 2025, filed 3 Feb 2026.