PWMG
VBTX

Private Wealth Management Group’s Veritex Holdings VBTX Stock Holding History

Private Wealth Management 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
-44
Closed -$1.48K – 1544
2025
Q3 		$1.48K Hold
44
– – ﹤0.01% 1192
2025
Q2 		$1.15K Hold
44
– – ﹤0.01% 1234
2025
Q1 		$1.1K Hold
44
– – ﹤0.01% 1239
2024
Q4 		$1.2K Hold
44
– – ﹤0.01% 1249
2024
Q3 		$1.16K Hold
44
– – ﹤0.01% 1237
2024
Q2 		$928 Hold
44
– – ﹤0.01% 1307
2024
Q1 		$902 Hold
44
– – ﹤0.01% 1294
2023
Q4 		$1.02K Buy
+44
New +$866 ﹤0.01% 1258

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

Private Wealth Management Group's VBTX Position: Q4 2025 in Review

Private Wealth Management Group sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 44 shares — an estimated $1.48K sold.

Private Wealth Management Group first reported a position in VBTX in Q4 2023 and held it in 8 quarters. The position peaked at $1.48K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Private Wealth Management Group reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 44 Veritex Holdings shares in Q4 2025, an estimated $1.48K.
  • Private Wealth Management Group first reported a position in Veritex Holdings in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Veritex Holdings position peaked at $1.48K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.