Mercer Global Advisors
VBTX

Mercer Global Advisors’s Veritex Holdings VBTX Stock Holding History

Mercer Global Advisors’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
-8,649
Closed -$290K – 2969
2025
Q3 		$290K Buy
+8,649
New +$279K ﹤0.01% 2113
2025
Q1 		– Sell
-9,422
Closed -$256K – 2263
2024
Q4 		$256K Buy
+9,422
New +$266K ﹤0.01% 1842
2024
Q1 		– Sell
-9,040
Closed -$210K – 2150
2023
Q4 		$210K Buy
+9,040
New +$178K ﹤0.01% 1815
2023
Q1 		– Sell
-9,865
Closed -$277K – 2057
2022
Q4 		$277K Sell
9,865
-15
-0.2% -$446 ﹤0.01% 1543
2022
Q3 		$263K Buy
9,880
+205
+2% +$6.21K ﹤0.01% 1499
2022
Q2 		$283K Buy
9,675
+231
+2% +$7.69K ﹤0.01% 1451
2022
Q1 		$360K Buy
9,444
+3,389
+56% +$136K ﹤0.01% 1413
2021
Q4 		$241K Sell
6,055
-100
-2% -$4.05K ﹤0.01% 1572
2021
Q3 		$242K Buy
6,155
+1
+0% +$35 ﹤0.01% 1519
2021
Q2 		$218K Hold
6,154
– – ﹤0.01% 1532
2021
Q1 		$201K Buy
+6,154
New +$181K ﹤0.01% 1484

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

Mercer Global Advisors's VBTX Position: Q4 2025 in Review

Mercer Global Advisors sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 8,649 shares — an estimated $290K sold.

Mercer Global Advisors first reported a position in VBTX in Q1 2021 and held it in 11 quarters. The position peaked at $360K in Q1 2022. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Mercer Global Advisors reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 8,649 Veritex Holdings shares in Q4 2025, an estimated $290K.
  • Mercer Global Advisors first reported a position in Veritex Holdings in Q1 2021 and held it in 11 quarters.
  • Mercer Global Advisors's Veritex Holdings position peaked at $360K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.