LI
VBTX

LMCG Investments’s Veritex Holdings VBTX Stock Holding History

LMCG Investments’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
Q1 		– Sell
-7,915
Closed -$215K – 238
2024
Q4 		$215K Sell
7,915
-1,073
-12% -$30.2K 0.01% 227
2024
Q3 		$237K Sell
8,988
-1,965
-18% -$46.5K 0.01% 211
2024
Q2 		$231K Sell
10,953
-8,895
-45% -$180K 0.01% 275
2024
Q1 		$407K Sell
19,848
-65,311
-77% -$1.35M 0.02% 263
2023
Q4 		$1.98M Sell
85,159
-64,512
-43% -$1.27M 0.12% 151
2023
Q3 		$2.69M Buy
149,671
+638
+0.4% +$12.3K 0.18% 124
2023
Q2 		$2.67M Buy
149,033
+9,055
+6% +$161K 0.17% 127
2023
Q1 		$2.56M Buy
139,978
+4,417
+3% +$113K 0.17% 132
2022
Q4 		$3.81M Buy
135,561
+10,823
+9% +$322K 0.27% 106
2022
Q3 		$3.32M Buy
+124,738
New +$3.78M 0.24% 112

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LMCG Investments's VBTX Position: Q1 2025 in Review

LMCG Investments sold out of Veritex Holdings (VBTX) in Q1 2025, closing a stake of 7,915 shares — an estimated $215K sold.

LMCG Investments first reported a position in VBTX in Q3 2022 and held it in 10 quarters. The position peaked at $3.81M in Q4 2022. 243 funds tracked by Wall St. Rank hold VBTX as of Q1 2025.

  • LMCG Investments reported no remaining Veritex Holdings position as of Q1 2025 after selling out during the quarter.
  • LMCG Investments sold 7,915 Veritex Holdings shares in Q1 2025, an estimated $215K.
  • LMCG Investments first reported a position in Veritex Holdings in Q3 2022 and held it in 10 quarters.
  • LMCG Investments's Veritex Holdings position peaked at $3.81M in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2025.

Based on LMCG Investments's 13F filing for Q1 2025, filed 10 Apr 2025.