PS
VBTX

Principal Securities’s Veritex Holdings VBTX Stock Holding History

Principal Securities’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
-104
Closed -$3.49K – 3417
2025
Q3 		$3.49K Hold
104
– – ﹤0.01% 3070
2025
Q2 		$2.71K Buy
104
+22
+27% +$524 ﹤0.01% 3048
2025
Q1 		$2.23K Hold
82
– – ﹤0.01% 3020
2024
Q4 		$2.23K Hold
82
– – ﹤0.01% 3014
2024
Q3 		$2.16K Buy
82
+19
+30% +$450 ﹤0.01% 2935
2024
Q2 		$1.33K Hold
63
– – ﹤0.01% 3010
2024
Q1 		$1.29K Hold
63
– – ﹤0.01% 2982
2023
Q4 		$1.47K Buy
+63
New +$1.24K ﹤0.01% 2878

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 Securities's VBTX Position: Q4 2025 in Review

Principal Securities sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 104 shares — an estimated $3.49K sold.

Principal Securities first reported a position in VBTX in Q4 2023 and held it in 8 quarters. The position peaked at $3.49K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Principal Securities reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 104 Veritex Holdings shares in Q4 2025, an estimated $3.49K.
  • Principal Securities first reported a position in Veritex Holdings in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Veritex Holdings position peaked at $3.49K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.