MIM
VBTX

Morningstar Investment Management’s Veritex Holdings VBTX Stock Holding History

Morningstar Investment Management’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
-27,759
Closed -$931K – 465
2025
Q3 		$931K Buy
+27,759
New +$895K 0.03% 360

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

Morningstar Investment Management's VBTX Position: Q4 2025 in Review

Morningstar Investment Management sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 27,759 shares — an estimated $931K sold.

Morningstar Investment Management first reported a position in VBTX in Q3 2025 and held it in 1 quarter. The position peaked at $931K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Morningstar Investment Management reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 27,759 Veritex Holdings shares in Q4 2025, an estimated $931K.
  • Morningstar Investment Management first reported a position in Veritex Holdings in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Veritex Holdings position peaked at $931K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.