TPWA
VBTX

Twin Peaks Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

Twin Peaks 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
Q3 		– Sell
-132
Closed -$4.19K – 2037
2025
Q2 		$4.19K Buy
+132
New +$3.15K ﹤0.01% 1382

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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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

Twin Peaks Wealth Advisors's VBTX Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Veritex Holdings (VBTX) in Q3 2025, closing a stake of 132 shares — an estimated $4.19K sold.

Twin Peaks Wealth Advisors first reported a position in VBTX in Q2 2025 and held it in 1 quarter. The position peaked at $4.19K in Q2 2025. 235 funds tracked by Wall St. Rank hold VBTX as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Veritex Holdings position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 132 Veritex Holdings shares in Q3 2025, an estimated $4.19K.
  • Twin Peaks Wealth Advisors first reported a position in Veritex Holdings in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Veritex Holdings position peaked at $4.19K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.