Solutions 4 Wealth’s Veritex Holdings VBTX Stock Holding History

Solutions 4 Wealth’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 Q3	–	Sell	-66,005	Closed	-$1.72M	–	57
2025 Q2	$1.72M	Hold	66,005	–	–	2.87%	8
2025 Q1	$1.65M	Buy	66,005 +24,335	+58%	+$627K	2.91%	8
2024 Q4	$1.13M	Sell	41,670 -11,033	-21%	-$311K	2.05%	10
2024 Q3	$1.39M	Sell	52,703 -3,518	-6%	-$83.3K	2.71%	9
2024 Q2	$1.19M	Hold	56,221	–	–	2.69%	10
2024 Q1	$1.15M	Hold	56,221	–	–	3.24%	8
2023 Q4	$1.31M	Buy	+56,221	New	+$1.11M	4.27%	8

Other funds holding VBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Solutions 4 Wealth's VBTX Position: Q3 2025 in Review

Solutions 4 Wealth sold out of Veritex Holdings (VBTX) in Q3 2025, closing a stake of 66,005 shares — an estimated $1.72M sold.

Solutions 4 Wealth first reported a position in VBTX in Q4 2023 and held it in 7 quarters. The position peaked at $1.72M in Q2 2025. 235 funds tracked by Wall St. Rank hold VBTX as of Q3 2025.

Solutions 4 Wealth reported no remaining Veritex Holdings position as of Q3 2025 after selling out during the quarter.
Solutions 4 Wealth sold 66,005 Veritex Holdings shares in Q3 2025, an estimated $1.72M.
Solutions 4 Wealth first reported a position in Veritex Holdings in Q4 2023 and held it in 7 quarters.
Solutions 4 Wealth's Veritex Holdings position peaked at $1.72M in Q2 2025.
235 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2025.

Based on Solutions 4 Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.