Pathstone Holdings
VBTX

Pathstone Holdings’s Veritex Holdings VBTX Stock Holding History

Pathstone Holdings’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
-24,441
Closed -$820K – 2398
2025
Q3 		$820K Buy
24,441
+969
+4% +$31.3K ﹤0.01% 1535
2025
Q2 		$613K Sell
23,472
-1,581
-6% -$37.7K ﹤0.01% 1624
2025
Q1 		$626K Sell
25,053
-3,263
-12% -$84.1K ﹤0.01% 1615
2024
Q4 		$769K Sell
28,316
-886
-3% -$25K ﹤0.01% 1499
2024
Q3 		$769K Sell
29,202
-203
-0.7% -$4.81K ﹤0.01% 1509
2024
Q2 		$620K Buy
29,405
+3,089
+12% +$62.5K ﹤0.01% 1581
2024
Q1 		$539K Buy
26,316
+15,824
+151% +$327K ﹤0.01% 1650
2023
Q4 		$244K Buy
+10,492
New +$207K ﹤0.01% 1958

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $609M AUM 11.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return