LTFS
VBTX

Ladenburg Thalmann Financial Services’s Veritex Holdings VBTX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$183K Buy
6,232
+6,230
+311,500% +$160K ﹤0.01% 2576
2019
Q3 		$0 Buy
2
+1
+100% +$25 ﹤0.01% 5457
2019
Q2 		$0 Buy
+1
New +$26 ﹤0.01% 5415

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VBTX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Veritex Holdings (VBTX) stake by 311,500% in Q4 2019, buying an estimated $160K and bringing the position to 6,232 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Ladenburg Thalmann Financial Services first reported a position in VBTX in Q2 2019 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold VBTX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 6,232 shares of Veritex Holdings worth $183K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 6,230 Veritex Holdings shares in Q4 2019, an estimated $160K.
  • Veritex Holdings made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2576 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Veritex Holdings in Q2 2019 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.