OWA
VBTX

Opal Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

Opal Wealth 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
-1,182
Closed -$30.9K – 527
2025
Q2 		$30.9K Sell
1,182
-47
-4% -$1.12K 0.01% 467
2025
Q1 		$30.7K Buy
+1,229
New +$31.7K 0.01% 439
2024
Q3 		– Sell
-726
Closed -$15.3K – 1121
2024
Q2 		$15.3K Buy
726
+523
+258% +$10.6K ﹤0.01% 580
2024
Q1 		$4.16K Buy
+203
New +$4.2K ﹤0.01% 271

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 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 $156B AUM 27.51% 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

Opal Wealth Advisors's VBTX Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Veritex Holdings (VBTX) in Q3 2025, closing a stake of 1,182 shares — an estimated $30.9K sold.

Opal Wealth Advisors first reported a position in VBTX in Q1 2024 and held it in 4 quarters. The position peaked at $30.9K in Q2 2025. 235 funds tracked by Wall St. Rank hold VBTX as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Veritex Holdings position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,182 Veritex Holdings shares in Q3 2025, an estimated $30.9K.
  • Opal Wealth Advisors first reported a position in Veritex Holdings in Q1 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Veritex Holdings position peaked at $30.9K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.