Mather Group’s Veritex Holdings VBTX Stock Holding History

Mather Group’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	-9	Closed	-$302	–	1600
2025 Q3	$302	Buy	+9	New	+$290	﹤0.01%	1655
2025 Q2	–	Sell	-9	Closed	-$225	–	1667
2025 Q1	$225	Hold	9	–	–	﹤0.01%	1722
2024 Q4	$244	Hold	9	–	–	﹤0.01%	1690
2024 Q3	$237	Hold	9	–	–	﹤0.01%	1647
2024 Q2	$184	Hold	9	–	–	﹤0.01%	2127
2024 Q1	$209	Buy	+9	New	+$186	﹤0.01%	1716

Other funds holding VBTX

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

Mather Group's VBTX Position: Q4 2025 in Review

Mather Group sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 9 shares — an estimated $302 sold.

Mather Group first reported a position in VBTX in Q1 2024 and held it in 6 quarters. The position peaked at $302 in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Mather Group reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Mather Group sold 9 Veritex Holdings shares in Q4 2025, an estimated $302.
Mather Group first reported a position in Veritex Holdings in Q1 2024 and held it in 6 quarters.
Mather Group's Veritex Holdings position peaked at $302 in Q3 2025.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.