PFC
VBTX

Phocas Financial Corp’s Veritex Holdings VBTX Stock Holding History

Phocas Financial Corp’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
-139,294
Closed -$4.67M – 167
2025
Q3 		$4.67M Buy
139,294
+3,313
+2% +$107K 0.61% 71
2025
Q2 		$3.55M Buy
+135,981
New +$3.24M 0.51% 78
2019
Q3 		– Sell
-1,951
Closed -$51K – 275
2019
Q2 		$51K Buy
+1,951
New +$50.6K 0.01% 254

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

Phocas Financial Corp's VBTX Position: Q4 2025 in Review

Phocas Financial Corp sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 139,294 shares — an estimated $4.67M sold.

Phocas Financial Corp first reported a position in VBTX in Q2 2019 and held it in 3 quarters. The position peaked at $4.67M in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Phocas Financial Corp reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 139,294 Veritex Holdings shares in Q4 2025, an estimated $4.67M.
  • Phocas Financial Corp first reported a position in Veritex Holdings in Q2 2019 and held it in 3 quarters.
  • Phocas Financial Corp's Veritex Holdings position peaked at $4.67M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Phocas Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.