SIM
VBTX

SummerHaven Investment Management’s Veritex Holdings VBTX Stock Holding History

SummerHaven Investment 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
-30,031
Closed -$1.01M – 198
2025
Q3 		$1.01M Sell
30,031
-7,668
-20% -$247K 0.59% 37
2025
Q2 		$984K Buy
37,699
+643
+2% +$15.3K 0.64% 46
2025
Q1 		$925K Buy
37,056
+536
+1% +$13.8K 0.65% 37
2024
Q4 		$992K Hold
36,520
– – 0.61% 39
2024
Q3 		$961K Buy
+36,520
New +$865K 0.59% 28

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

SummerHaven Investment Management's VBTX Position: Q4 2025 in Review

SummerHaven Investment Management sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 30,031 shares — an estimated $1.01M sold.

SummerHaven Investment Management first reported a position in VBTX in Q3 2024 and held it in 5 quarters. The position peaked at $1.01M in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • SummerHaven Investment Management reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 30,031 Veritex Holdings shares in Q4 2025, an estimated $1.01M.
  • SummerHaven Investment Management first reported a position in Veritex Holdings in Q3 2024 and held it in 5 quarters.
  • SummerHaven Investment Management's Veritex Holdings position peaked at $1.01M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on SummerHaven Investment Management's 13F filing for Q4 2025, filed 3 Feb 2026.