VBTX β€” VERITEX HLDGS INC

Ownership history in STEPHENS INC /AR/  Β·  29 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported VERITEX HLDGS INC (VBTX) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows VBTX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VBTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in VERITEX HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VBTX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPHENS INC /AR/ held VBTX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,198 -11,000 -57.3% 0.00% $275K 2025-10-27 β€”
2025 Q2 UNCHANGED 19,198 β€” 0% 0.01% $501K 2025-07-29 β€”
2025 Q1 UNCHANGED 19,198 β€” 0% 0.01% $479K 2025-05-01 β€”
2024 Q4 REDUCED 19,198 -8,769 -31.4% 0.01% $521K 2025-01-28 β€”
2024 Q3 REDUCED 27,967 -29,988 -51.7% 0.01% $736K 2024-10-28 β€”
2024 Q2 REDUCED 57,955 -37 -0.1% 0.02% $1.2M 2024-08-06 β€”
2024 Q1 ADDED 57,992 +28,221 +94.8% 0.02% $1.2M 2024-05-15 β€”
2023 Q4 ADDED 29,771 +23 +0.1% 0.01% $693K 2024-02-13 β€”
2023 Q3 REDUCED 29,748 -4,096 -12.1% 0.01% $534K 2023-11-14 β€”
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VBTX

As of 2025 Q4 β€” sorted by position size

Annandale Capital, LLC 3Y 0.04% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About STEPHENS INC /AR/ and VBTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning VBTX?

STEPHENS INC /AR/ reported VBTX across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported VBTX position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for VBTX was 0.02% in 2024 Q2.

What is the latest reported VBTX position on this page?

The most recent filing on this page is 2025 Q3, when STEPHENS INC /AR/ reported 8,198 shares, equal to 0.00% of portfolio, with an estimated market value of $275K.

What does the chart on this VBTX ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly VBTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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