WANY
VBTX

Wealthspire Advisors (New York)’s Veritex Holdings VBTX Stock Holding History

Wealthspire Advisors (New York)’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
-218
Closed -$7.31K – 2817
2025
Q3 		$7.31K Buy
+218
New +$7.03K ﹤0.01% 2172

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

Wealthspire Advisors (New York)'s VBTX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 218 shares — an estimated $7.31K sold.

Wealthspire Advisors (New York) first reported a position in VBTX in Q3 2025 and held it in 1 quarter. The position peaked at $7.31K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 218 Veritex Holdings shares in Q4 2025, an estimated $7.31K.
  • Wealthspire Advisors (New York) first reported a position in Veritex Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Veritex Holdings position peaked at $7.31K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.