MYIA
VBTX

Mount Yale Investment Advisors’s Veritex Holdings VBTX Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-8,319
Closed -$217K – 1558
2025
Q2 		$217K Buy
+8,319
New +$198K 0.02% 537
2022
Q3 		– Sell
-7,535
Closed -$220K – 483
2022
Q2 		$220K Buy
7,535
+676
+10% +$22.5K 0.03% 425
2022
Q1 		$262K Buy
+6,859
New +$276K 0.03% 402
2021
Q4 		– Sell
-5,085
Closed -$200K – 498
2021
Q3 		$200K Buy
+5,085
New +$177K 0.02% 448

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Mount Yale Investment Advisors's VBTX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Veritex Holdings (VBTX) in Q3 2025, closing a stake of 8,319 shares — an estimated $217K sold.

Mount Yale Investment Advisors first reported a position in VBTX in Q3 2021 and held it in 4 quarters. The position peaked at $262K in Q1 2022. 235 funds tracked by Wall St. Rank hold VBTX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Veritex Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,319 Veritex Holdings shares in Q3 2025, an estimated $217K.
  • Mount Yale Investment Advisors first reported a position in Veritex Holdings in Q3 2021 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Veritex Holdings position peaked at $262K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.