UFF
VBTX

USA Financial Formulas’s Veritex Holdings VBTX Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-1,168
Closed -$31.7K – 370
2024
Q4 		$31.7K Buy
+1,168
New +$32.9K 0.01% 248
2022
Q1 		– Sell
-851
Closed -$34K – 487
2021
Q4 		$34K Sell
851
-889
-51% -$36K 0.03% 172
2021
Q3 		$68K Sell
1,740
-74
-4% -$2.58K 0.06% 169
2021
Q2 		$64K Buy
+1,814
New +$63.5K 0.05% 184

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

USA Financial Formulas's VBTX Position: Q1 2025 in Review

USA Financial Formulas sold out of Veritex Holdings (VBTX) in Q1 2025, closing a stake of 1,168 shares — an estimated $31.7K sold.

USA Financial Formulas first reported a position in VBTX in Q2 2021 and held it in 4 quarters. The position peaked at $68K in Q3 2021. 243 funds tracked by Wall St. Rank hold VBTX as of Q1 2025.

  • USA Financial Formulas reported no remaining Veritex Holdings position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,168 Veritex Holdings shares in Q1 2025, an estimated $31.7K.
  • USA Financial Formulas first reported a position in Veritex Holdings in Q2 2021 and held it in 4 quarters.
  • USA Financial Formulas's Veritex Holdings position peaked at $68K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.