LI
VBTX

LRI Investments’s Veritex Holdings VBTX Stock Holding History

LRI 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
Q4 		– Sell
-97
Closed -$3.26K – 1410
2025
Q3 		$3.26K Sell
97
-118
-55% -$3.81K ﹤0.01% 1126
2025
Q2 		$5.61K Hold
215
– – ﹤0.01% 993
2025
Q1 		$5.37K Hold
215
– – ﹤0.01% 927
2024
Q4 		$5.84K Hold
215
– – ﹤0.01% 893
2024
Q3 		$6.32K Buy
215
+39
+22% +$924 ﹤0.01% 882
2024
Q2 		$3.71K Buy
+176
New +$3.56K ﹤0.01% 970

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

LRI Investments's VBTX Position: Q4 2025 in Review

LRI Investments sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 97 shares — an estimated $3.26K sold.

LRI Investments first reported a position in VBTX in Q2 2024 and held it in 6 quarters. The position peaked at $6.32K in Q3 2024. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • LRI Investments reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 97 Veritex Holdings shares in Q4 2025, an estimated $3.26K.
  • LRI Investments first reported a position in Veritex Holdings in Q2 2024 and held it in 6 quarters.
  • LRI Investments's Veritex Holdings position peaked at $6.32K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.