NYLIM
VBTX

New York Life Investment Management’s Veritex Holdings VBTX Stock Holding History

New York Life 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
-106,448
Closed -$3.57M – 856
2025
Q3 		$3.57M Buy
+106,448
New +$3.43M 0.03% 407

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

New York Life Investment Management's VBTX Position: Q4 2025 in Review

New York Life Investment Management sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 106,448 shares — an estimated $3.57M sold.

New York Life Investment Management first reported a position in VBTX in Q3 2025 and held it in 1 quarter. The position peaked at $3.57M in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • New York Life Investment Management reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • New York Life Investment Management sold 106,448 Veritex Holdings shares in Q4 2025, an estimated $3.57M.
  • New York Life Investment Management first reported a position in Veritex Holdings in Q3 2025 and held it in 1 quarter.
  • New York Life Investment Management's Veritex Holdings position peaked at $3.57M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.