SSG
VBTX

Summit Securities Group’s Veritex Holdings VBTX Stock Holding History

Summit Securities Group’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
2024
Q3 		– Sell
-4
Closed – – 878
2024
Q2 		$0 Buy
+4
New +$81 ﹤0.01% 809
2024
Q1 		– Sell
-8,524
Closed -$198K – 915
2023
Q4 		$198K Buy
+8,524
New +$168K 0.02% 255

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Summit Securities Group's VBTX Position: Q3 2024 in Review

Summit Securities Group sold out of Veritex Holdings (VBTX) in Q3 2024, closing a stake of 4 shares.

Summit Securities Group first reported a position in VBTX in Q4 2023 and held it in 2 quarters. The position peaked at $198K in Q4 2023. 234 funds tracked by Wall St. Rank hold VBTX as of Q3 2024.

  • Summit Securities Group reported no remaining Veritex Holdings position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 4 Veritex Holdings shares in Q3 2024.
  • Summit Securities Group first reported a position in Veritex Holdings in Q4 2023 and held it in 2 quarters.
  • Summit Securities Group's Veritex Holdings position peaked at $198K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.