RA
VBTX

Rise Advisors’s Veritex Holdings VBTX Stock Holding History

Rise 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
Q4 		– Sell
-760
Closed -$25.5K – 1368
2025
Q3 		$25.5K Hold
760
– – 0.01% 448
2025
Q2 		$19.8K Hold
760
– – 0.01% 547
2025
Q1 		$19K Buy
+760
New +$19.6K 0.01% 527

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

Rise Advisors's VBTX Position: Q4 2025 in Review

Rise Advisors sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 760 shares — an estimated $25.5K sold.

Rise Advisors first reported a position in VBTX in Q1 2025 and held it in 3 quarters. The position peaked at $25.5K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Rise Advisors reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 760 Veritex Holdings shares in Q4 2025, an estimated $25.5K.
  • Rise Advisors first reported a position in Veritex Holdings in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Veritex Holdings position peaked at $25.5K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.