RIL
VBTX

Rothschild Investment LLC’s Veritex Holdings VBTX Stock Holding History

Rothschild Investment LLC’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
-145
Closed -$4.86K – 3502
2025
Q3 		$4.86K Sell
145
-40
-22% -$1.29K ﹤0.01% 1720
2025
Q2 		$4.83K Buy
185
+70
+61% +$1.67K ﹤0.01% 1529
2025
Q1 		$2.87K Buy
115
+35
+44% +$902 ﹤0.01% 1693
2024
Q4 		$2.17K Buy
80
+10
+14% +$282 ﹤0.01% 1752
2024
Q3 		$1.84K Buy
70
+25
+56% +$592 ﹤0.01% 1775
2024
Q2 		$949 Buy
45
+40
+800% +$809 ﹤0.01% 1687
2024
Q1 		$102 Buy
+5
New +$103 ﹤0.01% 2204

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

Rothschild Investment LLC's VBTX Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 145 shares — an estimated $4.86K sold.

Rothschild Investment LLC first reported a position in VBTX in Q1 2024 and held it in 7 quarters. The position peaked at $4.86K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Rothschild Investment LLC reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 145 Veritex Holdings shares in Q4 2025, an estimated $4.86K.
  • Rothschild Investment LLC first reported a position in Veritex Holdings in Q1 2024 and held it in 7 quarters.
  • Rothschild Investment LLC's Veritex Holdings position peaked at $4.86K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.