Jones Financial Companies
VBTX

Jones Financial Companies’s Veritex Holdings VBTX Stock Holding History

Jones Financial Companies’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
-265
Closed -$8.95K – 4604
2025
Q3 		$8.95K Hold
265
– – ﹤0.01% 3127
2025
Q2 		$6.93K Sell
265
-500
-65% -$11.9K ﹤0.01% 3015
2025
Q1 		$18.7K Buy
+765
New +$19.7K ﹤0.01% 2461

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jones Financial Companies's VBTX Position: Q4 2025 in Review

Jones Financial Companies sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 265 shares — an estimated $8.95K sold.

Jones Financial Companies first reported a position in VBTX in Q1 2025 and held it in 3 quarters. The position peaked at $18.7K in Q1 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Jones Financial Companies reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 265 Veritex Holdings shares in Q4 2025, an estimated $8.95K.
  • Jones Financial Companies first reported a position in Veritex Holdings in Q1 2025 and held it in 3 quarters.
  • Jones Financial Companies's Veritex Holdings position peaked at $18.7K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.