Turtle Creek Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

Turtle Creek Wealth Advisors’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	-17,615	Closed	-$591K	–	415
2025 Q3	$591K	Hold	17,615	–	–	0.05%	197
2025 Q2	$460K	Hold	17,615	–	–	0.05%	180
2025 Q1	$440K	Hold	17,615	–	–	0.07%	107
2024 Q4	$478K	Hold	17,615	–	–	0.11%	67
2024 Q3	$464K	Hold	17,615	–	–	0.09%	106
2024 Q2	$372K	Sell	17,615 -1	-0%	-$20	0.09%	108
2024 Q1	$361K	Sell	17,616 -140	-0.8%	-$2.9K	0.09%	105
2023 Q4	$413K	Buy	+17,756	New	+$350K	0.12%	101

Other funds holding VBTX

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's VBTX Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 17,615 shares — an estimated $591K sold.

Turtle Creek Wealth Advisors first reported a position in VBTX in Q4 2023 and held it in 8 quarters. The position peaked at $591K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Turtle Creek Wealth Advisors reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 17,615 Veritex Holdings shares in Q4 2025, an estimated $591K.
Turtle Creek Wealth Advisors first reported a position in Veritex Holdings in Q4 2023 and held it in 8 quarters.
Turtle Creek Wealth Advisors's Veritex Holdings position peaked at $591K in Q3 2025.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.