UBS AM
VBTX

UBS AM’s Veritex Holdings VBTX Stock Holding History

UBS AM’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
-113,601
Closed -$3.81M – 3338
2025
Q3 		$3.81M Sell
113,601
-51,580
-31% -$1.66M ﹤0.01% 1494
2025
Q2 		$4.31M Buy
165,181
+60,792
+58% +$1.45M ﹤0.01% 1782
2025
Q1 		$2.61M Sell
104,389
-5,455
-5% -$141K ﹤0.01% 1866
2024
Q4 		$2.98M Buy
109,844
+18,954
+21% +$534K ﹤0.01% 1852
2024
Q3 		$2.39M Sell
90,890
-13,983
-13% -$331K ﹤0.01% 1952
2024
Q2 		$2.21M Buy
104,873
+52,897
+102% +$1.07M ﹤0.01% 1943
2024
Q1 		$1.06M Hold
51,976
– – ﹤0.01% 1977
2023
Q4 		$1.21M Hold
51,976
– – ﹤0.01% 1925
2023
Q3 		$933K Sell
51,976
-2,948
-5% -$56.9K ﹤0.01% 1991
2023
Q2 		$1M Hold
54,924
– – ﹤0.01% 2004
2023
Q1 		$1M Sell
54,924
-348,174
-86% -$8.88M ﹤0.01% 2004
2022
Q4 		$11.3M Buy
403,098
+23,532
+6% +$699K 0.01% 899
2022
Q3 		$10.1M Sell
379,566
-74,463
-16% -$2.25M 0.01% 956
2022
Q2 		$13.3M Sell
454,029
-12,919
-3% -$430K 0.01% 852
2022
Q1 		$17.8M Sell
466,948
-68,401
-13% -$2.75M 0.01% 870
2021
Q4 		$21.3M Buy
535,349
+12,435
+2% +$504K 0.01% 883
2021
Q3 		$20.6M Sell
522,914
-6,935
-1% -$242K 0.01% 856
2021
Q2 		$18.8M Buy
529,849
+477,434
+911% +$16.7M 0.01% 900
2021
Q1 		$1.72M Hold
52,415
– – ﹤0.01% 1820
2020
Q4 		$1.34M Hold
52,415
– – ﹤0.01% 1852
2020
Q3 		$893K Sell
52,415
-663
-1% -$11.5K ﹤0.01% 1883
2020
Q2 		$939K Buy
53,078
+5,953
+13% +$96.6K ﹤0.01% 1840
2020
Q1 		$658K Sell
47,125
-234
-0.5% -$5.63K ﹤0.01% 1860
2019
Q4 		$1.38M Buy
47,359
+2,079
+5% +$53.4K ﹤0.01% 1757
2019
Q3 		$1.1M Buy
45,280
+9,761
+27% +$240K ﹤0.01% 1902
2019
Q2 		$922K Buy
35,519
+10,672
+43% +$277K ﹤0.01% 1928
2019
Q1 		$602K Buy
24,847
+14,470
+139% +$366K ﹤0.01% 2035
2018
Q4 		$222K Buy
10,377
+1,277
+14% +$31.2K ﹤0.01% 2343
2018
Q3 		$257K Hold
9,100
– – ﹤0.01% 2334
2018
Q2 		$283K Buy
+9,100
New +$272K ﹤0.01% 2326

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

UBS AM's VBTX Position: Q4 2025 in Review

UBS AM sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 113,601 shares — an estimated $3.81M sold.

UBS AM first reported a position in VBTX in Q2 2018 and held it in 30 quarters. The position peaked at $21.3M in Q4 2021. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • UBS AM reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • UBS AM sold 113,601 Veritex Holdings shares in Q4 2025, an estimated $3.81M.
  • UBS AM first reported a position in Veritex Holdings in Q2 2018 and held it in 30 quarters.
  • UBS AM's Veritex Holdings position peaked at $21.3M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on UBS AM's 13F filing for Q4 2025, filed 13 Feb 2026.