UBS Group
VBTX

UBS Group’s Veritex Holdings VBTX Stock Holding History

UBS 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
2025
Q4 		– Sell
-391,128
Closed -$13.1M – 11203
2025
Q3 		$13.1M Buy
391,128
+163,819
+72% +$5.28M ﹤0.01% 3006
2025
Q2 		$5.93M Sell
227,309
-51,049
-18% -$1.22M ﹤0.01% 3698
2025
Q1 		$6.95M Sell
278,358
-67,211
-19% -$1.73M ﹤0.01% 3447
2024
Q4 		$9.39M Buy
345,569
+227,484
+193% +$6.41M ﹤0.01% 3125
2024
Q3 		$3.11M Buy
118,085
+39,805
+51% +$943K ﹤0.01% 3546
2024
Q2 		$1.65M Sell
78,280
-7,740
-9% -$157K ﹤0.01% 3964
2024
Q1 		$1.76M Buy
86,020
+26,473
+44% +$548K ﹤0.01% 4074
2023
Q4 		$1.39M Buy
59,547
+44,623
+299% +$879K ﹤0.01% 4195
2023
Q3 		$268K Sell
14,924
-3,145
-17% -$60.7K ﹤0.01% 5157
2023
Q2 		$324K Sell
18,069
-13,458
-43% -$240K ﹤0.01% 5159
2023
Q1 		$576K Buy
31,527
+9,899
+46% +$252K ﹤0.01% 4581
2022
Q4 		$607K Sell
21,628
-3,242
-13% -$96.3K ﹤0.01% 4533
2022
Q3 		$661K Buy
24,870
+21,740
+695% +$658K ﹤0.01% 4104
2022
Q2 		$91K Sell
3,130
-19,805
-86% -$659K ﹤0.01% 5505
2022
Q1 		$875K Sell
22,935
-14,507
-39% -$583K ﹤0.01% 4237
2021
Q4 		$1.49M Buy
37,442
+17,224
+85% +$698K ﹤0.01% 4018
2021
Q3 		$795K Sell
20,218
-40,256
-67% -$1.4M ﹤0.01% 4375
2021
Q2 		$2.14M Buy
60,474
+13,684
+29% +$479K ﹤0.01% 3516
2021
Q1 		$1.53M Sell
46,790
-6,805
-13% -$201K ﹤0.01% 3833
2020
Q4 		$1.38M Buy
53,595
+21,681
+68% +$477K ﹤0.01% 3747
2020
Q3 		$543K Sell
31,914
-5,182
-14% -$89.6K ﹤0.01% 4117
2020
Q2 		$656K Buy
37,096
+8,959
+32% +$145K ﹤0.01% 3916
2020
Q1 		$394K Sell
28,137
-22,263
-44% -$536K ﹤0.01% 4175
2019
Q4 		$1.47M Buy
50,400
+834
+2% +$21.4K ﹤0.01% 3857
2019
Q3 		$1.2M Buy
49,566
+29,050
+142% +$715K ﹤0.01% 3804
2019
Q2 		$532K Buy
20,516
+18,148
+766% +$470K ﹤0.01% 4249
2019
Q1 		$57K Sell
2,368
-21,264
-90% -$538K ﹤0.01% 5454
2018
Q4 		$505K Buy
23,632
+1,093
+5% +$26.7K ﹤0.01% 4261
2018
Q3 		$637K Sell
22,539
-4,602
-17% -$141K ﹤0.01% 4235
2018
Q2 		$843K Sell
27,141
-7,304
-21% -$219K ﹤0.01% 3920
2018
Q1 		$953K Buy
34,445
+489
+1% +$13.8K ﹤0.01% 3749
2017
Q4 		$937K Sell
33,956
-1,450
-4% -$39.1K ﹤0.01% 3838
2017
Q3 		$954K Buy
35,406
+31,290
+760% +$823K ﹤0.01% 3748
2017
Q2 		$108K Buy
4,116
+184
+5% +$4.93K ﹤0.01% 5117
2017
Q1 		$110K Sell
3,932
-4,794
-55% -$133K ﹤0.01% 5018
2016
Q4 		$233K Buy
8,726
+1,726
+25% +$35.5K ﹤0.01% 4688
2016
Q3 		$122K Sell
7,000
-1,280
-15% -$21.8K ﹤0.01% 4882
2016
Q2 		$133K Sell
8,280
-20,890
-72% -$324K ﹤0.01% 4835
2016
Q1 		$424K Buy
29,170
+26,611
+1,040% +$377K ﹤0.01% 3905
2015
Q4 		$41K Buy
2,559
+734
+40% +$12.2K ﹤0.01% 6004
2015
Q3 		$29K Sell
1,825
-256
-12% -$4.08K ﹤0.01% 6332
2015
Q2 		$31K Sell
2,081
-3,021
-59% -$43.5K ﹤0.01% 6455
2015
Q1 		$71K Buy
5,102
+4,313
+547% +$59.9K ﹤0.01% 5719
2014
Q4 		$11K Buy
+789
New +$11.5K ﹤0.01% 8327

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

UBS Group's VBTX Position: Q4 2025 in Review

UBS Group sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 391,128 shares — an estimated $13.1M sold.

UBS Group first reported a position in VBTX in Q4 2014 and held it in 44 quarters. The position peaked at $13.1M in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • UBS Group reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 391,128 Veritex Holdings shares in Q4 2025, an estimated $13.1M.
  • UBS Group first reported a position in Veritex Holdings in Q4 2014 and held it in 44 quarters.
  • UBS Group's Veritex Holdings position peaked at $13.1M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.