GRP
VBTX

Global Retirement Partners’s Veritex Holdings VBTX Stock Holding History

Global Retirement 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
-40
Closed -$1.35K – 4423
2025
Q3 		$1.35K Hold
40
– – ﹤0.01% 3444
2025
Q2 		$1.03K Buy
+40
New +$954 ﹤0.01% 3438
2024
Q4 		$4.24K Buy
+156
New +$4.4K ﹤0.01% 2760
2023
Q1 		– Sell
-103
Closed -$2.89K – 3350
2022
Q4 		$2.89K Hold
103
– – ﹤0.01% 2218
2022
Q3 		$3K Buy
103
+43
+72% +$1.3K ﹤0.01% 2166
2022
Q2 		$2K Hold
60
– – ﹤0.01% 2289
2022
Q1 		$2K Hold
60
– – ﹤0.01% 2256
2021
Q4 		$2K Buy
+60
New +$2.43K ﹤0.01% 228

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

Global Retirement Partners's VBTX Position: Q4 2025 in Review

Global Retirement Partners sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 40 shares — an estimated $1.35K sold.

Global Retirement Partners first reported a position in VBTX in Q4 2021 and held it in 8 quarters. The position peaked at $4.24K in Q4 2024. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Global Retirement Partners reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 40 Veritex Holdings shares in Q4 2025, an estimated $1.35K.
  • Global Retirement Partners first reported a position in Veritex Holdings in Q4 2021 and held it in 8 quarters.
  • Global Retirement Partners's Veritex Holdings position peaked at $4.24K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.