RBA
VBTX

Richard Bernstein Advisors’s Veritex Holdings VBTX Stock Holding History

Richard Bernstein Advisors’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
Q2 		– Sell
-141,430
Closed -$3.53M – 246
2025
Q1 		$3.53M Sell
141,430
-5,468
-4% -$141K 0.09% 113
2024
Q4 		$3.99M Hold
146,898
– – 0.09% 111
2024
Q3 		$3.87M Hold
146,898
– – 0.08% 118
2024
Q2 		$3.1M Buy
146,898
+22
+0% +$445 0.07% 146
2024
Q1 		$3.01M Hold
146,876
– – 0.06% 163
2023
Q4 		$3.42M Buy
146,876
+88
+0.1% +$1.73K 0.08% 101
2023
Q3 		$2.63M Buy
+146,788
New +$2.83M 0.06% 160

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Richard Bernstein Advisors's VBTX Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Veritex Holdings (VBTX) in Q2 2025, closing a stake of 141,430 shares — an estimated $3.53M sold.

Richard Bernstein Advisors first reported a position in VBTX in Q3 2023 and held it in 7 quarters. The position peaked at $3.99M in Q4 2024. 246 funds tracked by Wall St. Rank hold VBTX as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Veritex Holdings position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 141,430 Veritex Holdings shares in Q2 2025, an estimated $3.53M.
  • Richard Bernstein Advisors first reported a position in Veritex Holdings in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's Veritex Holdings position peaked at $3.99M in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.