SCC
VBTX

Second Curve Capital’s Veritex Holdings VBTX Stock Holding History

Second Curve Capital’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
2021
Q4 		$4.82M Buy
121,178
+13,000
+12% +$527K 5.18% 10
2021
Q3 		$4.26M Buy
108,178
+15,000
+16% +$522K 5.28% 9
2021
Q2 		$3.3M Buy
93,178
+48,178
+107% +$1.69M 4.21% 9
2021
Q1 		$1.47M Buy
+45,000
New +$1.33M 2.07% 16

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Second Curve Capital's VBTX Position: Q4 2021 in Review

Second Curve Capital increased its Veritex Holdings (VBTX) stake by 12% in Q4 2021, buying an estimated $527K and bringing the position to 121,178 shares worth $4.82M. The position accounts for 5.18% of the portfolio, ranked #10.

Second Curve Capital first reported a position in VBTX in Q1 2021 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold VBTX as of Q4 2021.

  • Second Curve Capital held 121,178 shares of Veritex Holdings worth $4.82M as of Q4 2021.
  • Second Curve Capital bought 13,000 Veritex Holdings shares in Q4 2021, an estimated $527K.
  • Veritex Holdings made up 5.18% of Second Curve Capital's portfolio in Q4 2021, its #10 holding.
  • Second Curve Capital first reported a position in Veritex Holdings in Q1 2021 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2021.

Based on Second Curve Capital's 13F filing for Q4 2021, filed 11 Feb 2022.