Rockefeller Capital Management
VBTX

Rockefeller Capital Management’s Veritex Holdings VBTX Stock Holding History

Rockefeller Capital Management’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
-238
Closed -$7.99K – 4850
2025
Q3 		$7.99K Buy
+238
New +$7.67K ﹤0.01% 3735
2023
Q1 		– Sell
-875
Closed -$24K – 3812
2022
Q4 		$24K Sell
875
-210
-19% -$6.24K ﹤0.01% 2738
2022
Q3 		$28K Sell
1,085
-6
-0.5% -$182 ﹤0.01% 2630
2022
Q2 		$31K Buy
1,091
+1,030
+1,689% +$34.3K ﹤0.01% 2504
2022
Q1 		$2K Hold
61
– – ﹤0.01% 3649
2021
Q4 		$2K Hold
61
– – ﹤0.01% 3577
2021
Q3 		$2K Hold
61
– – ﹤0.01% 3488
2021
Q2 		$2K Buy
61
+26
+74% +$909 ﹤0.01% 3279
2021
Q1 		$1K Sell
35
-109
-76% -$3.21K ﹤0.01% 3206
2020
Q4 		$3K Buy
144
+79
+122% +$1.74K ﹤0.01% 2593
2020
Q3 		$1K Buy
+65
New +$1.12K ﹤0.01% 2536

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

Rockefeller Capital Management's VBTX Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 238 shares — an estimated $7.99K sold.

Rockefeller Capital Management first reported a position in VBTX in Q3 2020 and held it in 11 quarters. The position peaked at $31K in Q2 2022. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 238 Veritex Holdings shares in Q4 2025, an estimated $7.99K.
  • Rockefeller Capital Management first reported a position in Veritex Holdings in Q3 2020 and held it in 11 quarters.
  • Rockefeller Capital Management's Veritex Holdings position peaked at $31K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.