Fortitude Family Office’s Veritex Holdings VBTX Stock Holding History

Fortitude Family Office’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	-37	Closed	-$1.24K	–	2137
2025 Q3	$1.24K	Hold	37	–	–	﹤0.01%	1467
2025 Q2	$966	Sell	37 -27	-42%	-$644	﹤0.01%	1528
2025 Q1	$1.6K	Hold	64	–	–	﹤0.01%	954
2024 Q4	$1.74K	Hold	64	–	–	﹤0.01%	1054
2024 Q3	$1.68K	Hold	64	–	–	﹤0.01%	1034
2024 Q2	$1.35K	Hold	64	–	–	﹤0.01%	849
2024 Q1	$1.31K	Hold	64	–	–	﹤0.01%	886
2023 Q4	$1.49K	Buy	+64	New	+$1.26K	﹤0.01%	904

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

Fortitude Family Office's VBTX Position: Q4 2025 in Review

Fortitude Family Office sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 37 shares — an estimated $1.24K sold.

Fortitude Family Office first reported a position in VBTX in Q4 2023 and held it in 8 quarters. The position peaked at $1.74K in Q4 2024. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Fortitude Family Office reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Fortitude Family Office sold 37 Veritex Holdings shares in Q4 2025, an estimated $1.24K.
Fortitude Family Office first reported a position in Veritex Holdings in Q4 2023 and held it in 8 quarters.
Fortitude Family Office's Veritex Holdings position peaked at $1.74K in Q4 2024.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.