Steward Partners Investment Advisory’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,729
| Closed | -$159K | – | 4472 |
|
|
2025
Q3 | $159K | Hold |
4,729
| – | – | ﹤0.01% | 1977 |
|
|
2025
Q2 | $123K | Hold |
4,729
| – | – | ﹤0.01% | 1991 |
|
|
2025
Q1 | $118K | Hold |
4,729
| – | – | ﹤0.01% | 1926 |
|
|
2024
Q4 | $128K | Hold |
4,729
| – | – | ﹤0.01% | 1854 |
|
|
2024
Q3 | $124K | Hold |
4,729
| – | – | ﹤0.01% | 1771 |
|
|
2024
Q2 | $99.7K | Hold |
4,729
| – | – | ﹤0.01% | 1778 |
|
|
2024
Q1 | $96.9K | Sell |
4,729
-348
| -7% | -$7.2K | ﹤0.01% | 1781 |
|
|
2023
Q4 | $118K | Sell |
5,077
-427
| -8% | -$8.41K | ﹤0.01% | 1607 |
|
|
2023
Q3 | $98.8K | Hold |
5,504
| – | – | ﹤0.01% | 1570 |
|
|
2023
Q2 | $98.7K | Hold |
5,504
| – | – | ﹤0.01% | 1595 |
|
|
2023
Q1 | $101K | Buy |
5,504
+524
| +11% | +$13.4K | ﹤0.01% | 1590 |
|
|
2022
Q4 | $140K | Sell |
4,980
-300
| -6% | -$8.91K | ﹤0.01% | 1409 |
|
|
2022
Q3 | $140K | Sell |
5,280
-117
| -2% | -$3.54K | ﹤0.01% | 1356 |
|
|
2022
Q2 | $158K | Buy |
5,397
+5,117
| +1,828% | +$170K | ﹤0.01% | 1303 |
|
|
2022
Q1 | $11K | Hold |
280
| – | – | ﹤0.01% | 2638 |
|
|
2021
Q4 | $11K | Hold |
280
| – | – | ﹤0.01% | 2572 |
|
|
2021
Q3 | $11K | Hold |
280
| – | – | ﹤0.01% | 2580 |
|
|
2021
Q2 | $10K | Hold |
280
| – | – | ﹤0.01% | 6070 |
|
|
2021
Q1 | $9.16K | Hold |
280
| – | – | ﹤0.01% | 2813 |
|
|
2020
Q4 | $7K | Buy |
+280
| New | +$6.16K | ﹤0.01% | 2432 |
|
|
2020
Q1 | – | Sell |
-195
| Closed | -$5K | – | 2707 |
|
|
2019
Q4 | $5K | Hold |
195
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q3 | $4K | Hold |
195
| – | – | ﹤0.01% | 2320 |
|
|
2019
Q2 | $5K | Buy |
+195
| New | +$5.05K | ﹤0.01% | 2241 |
|
Other funds holding VBTX
Steward Partners Investment Advisory's VBTX Position: Q4 2025 in Review
Steward Partners Investment Advisory sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 4,729 shares — an estimated $159K sold.
Steward Partners Investment Advisory first reported a position in VBTX in Q2 2019 and held it in 23 quarters. The position peaked at $159K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.
- Steward Partners Investment Advisory reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
- Steward Partners Investment Advisory sold 4,729 Veritex Holdings shares in Q4 2025, an estimated $159K.
- Steward Partners Investment Advisory first reported a position in Veritex Holdings in Q2 2019 and held it in 23 quarters.
- Steward Partners Investment Advisory's Veritex Holdings position peaked at $159K in Q3 2025.
- 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.
Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.