Principal Financial Group
VBTX

Principal Financial Group’s Veritex Holdings VBTX Stock Holding History

Principal Financial Group’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
-264,221
Closed -$8.86M – 2274
2025
Q3 		$8.86M Sell
264,221
-4,793
-2% -$155K ﹤0.01% 1353
2025
Q2 		$7.02M Sell
269,014
-2,348
-0.9% -$56K ﹤0.01% 1429
2025
Q1 		$6.78M Buy
271,362
+7,255
+3% +$187K ﹤0.01% 1449
2024
Q4 		$7.17M Buy
264,107
+7,882
+3% +$222K ﹤0.01% 1452
2024
Q3 		$6.74M Sell
256,225
-54,580
-18% -$1.29M ﹤0.01% 1456
2024
Q2 		$6.55M Sell
310,805
-5,245
-2% -$106K ﹤0.01% 1459
2024
Q1 		$6.48M Buy
316,050
+33,166
+12% +$686K ﹤0.01% 1488
2023
Q4 		$6.58M Sell
282,884
-9,728
-3% -$192K ﹤0.01% 1465
2023
Q3 		$5.25M Sell
292,612
-15,805
-5% -$305K ﹤0.01% 1513
2023
Q2 		$5.53M Sell
308,417
-17,997
-6% -$320K ﹤0.01% 1493
2023
Q1 		$5.96M Sell
326,414
-4,049
-1% -$103K ﹤0.01% 1477
2022
Q4 		$9.28M Sell
330,463
-19,057
-5% -$566K 0.01% 1280
2022
Q3 		$9.29M Sell
349,520
-29,731
-8% -$900K 0.01% 1228
2022
Q2 		$11.1M Buy
379,251
+16,258
+4% +$541K 0.01% 1194
2022
Q1 		$13.9M Sell
362,993
-18,240
-5% -$733K 0.01% 1182
2021
Q4 		$15.2M Sell
381,233
-38,934
-9% -$1.58M 0.01% 1142
2021
Q3 		$16.5M Sell
420,167
-6,652
-2% -$232K 0.01% 1091
2021
Q2 		$15.1M Buy
426,819
+43,724
+11% +$1.53M 0.01% 1181
2021
Q1 		$12.5M Buy
383,095
+1,388
+0.4% +$40.9K 0.01% 1270
2020
Q4 		$9.79M Sell
381,707
-62,332
-14% -$1.37M 0.01% 1239
2020
Q3 		$7.56M Buy
444,039
+54,450
+14% +$942K 0.01% 1240
2020
Q2 		$6.9M Buy
389,589
+2,932
+0.8% +$47.6K 0.01% 1271
2020
Q1 		$5.4M Sell
386,657
-21,102
-5% -$508K 0.01% 1243
2019
Q4 		$11.9M Buy
407,759
+23,767
+6% +$611K 0.01% 1152
2019
Q3 		$9.32M Buy
383,992
+18,413
+5% +$453K 0.01% 1236
2019
Q2 		$9.49M Sell
365,579
-24,338
-6% -$631K 0.01% 1251
2019
Q1 		$9.44M Sell
389,917
-2,755
-0.7% -$69.7K 0.01% 1261
2018
Q4 		$8.39M Buy
392,672
+380,772
+3,200% +$9.31M 0.01% 1275
2018
Q3 		$336K Buy
11,900
+171
+1% +$5.25K ﹤0.01% 2054
2018
Q2 		$364K Sell
11,729
-3,001
-20% -$89.8K ﹤0.01% 2029
2018
Q1 		$408K Buy
14,730
+1,386
+10% +$39.2K ﹤0.01% 1974
2017
Q4 		$368K Buy
13,344
+3,514
+36% +$94.9K ﹤0.01% 2022
2017
Q3 		$265K Hold
9,830
– – ﹤0.01% 2046
2017
Q2 		$259K Buy
+9,830
New +$264K ﹤0.01% 2082

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

Principal Financial Group's VBTX Position: Q4 2025 in Review

Principal Financial Group sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 264,221 shares — an estimated $8.86M sold.

Principal Financial Group first reported a position in VBTX in Q2 2017 and held it in 34 quarters. The position peaked at $16.5M in Q3 2021. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Principal Financial Group reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 264,221 Veritex Holdings shares in Q4 2025, an estimated $8.86M.
  • Principal Financial Group first reported a position in Veritex Holdings in Q2 2017 and held it in 34 quarters.
  • Principal Financial Group's Veritex Holdings position peaked at $16.5M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.