Farther Finance Advisors’s Veritex Holdings VBTX Stock Holding History

Farther Finance 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	-544	Closed	-$18.2K	–	5594
2025 Q3	$18.2K	Buy	544 +202	+59%	+$6.51K	﹤0.01%	3111
2025 Q2	$8.93K	Sell	342 -104	-23%	-$2.48K	﹤0.01%	3130
2025 Q1	$11K	Sell	446 -178	-29%	-$4.59K	﹤0.01%	2694
2024 Q4	$16.9K	Sell	624 -26	-4%	-$733	﹤0.01%	2154
2024 Q3	$17.1K	Sell	650 -2,866	-82%	-$67.9K	﹤0.01%	2153
2024 Q2	$73K	Buy	3,516 +3,455	+5,664%	+$69.9K	﹤0.01%	1256
2024 Q1	$1.22K	Sell	61 -71	-54%	-$1.47K	﹤0.01%	2696
2023 Q4	$3.07K	Buy	132 +119	+915%	+$2.34K	﹤0.01%	2231
2023 Q3	$233	Hold	13	–	–	﹤0.01%	2442
2023 Q2	$233	Buy	+13	New	+$231	﹤0.01%	2337

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

Farther Finance Advisors's VBTX Position: Q4 2025 in Review

Farther Finance Advisors sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 544 shares — an estimated $18.2K sold.

Farther Finance Advisors first reported a position in VBTX in Q2 2023 and held it in 10 quarters. The position peaked at $73K in Q2 2024. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Farther Finance Advisors reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 544 Veritex Holdings shares in Q4 2025, an estimated $18.2K.
Farther Finance Advisors first reported a position in Veritex Holdings in Q2 2023 and held it in 10 quarters.
Farther Finance Advisors's Veritex Holdings position peaked at $73K in Q2 2024.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.