Capital Advisors Inc’s Veritone VERI Stock Holding History

Capital Advisors Inc’s Portfolio VERI Stock Details VERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,000	Closed	-$69.8K	–	341
2025 Q1	$69.8K	Buy	+30,000	New	+$87.1K	﹤0.01%	307

Other funds holding VERI

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Capital Advisors Inc's VERI Position: Q2 2025 in Review

Capital Advisors Inc sold out of Veritone (VERI) in Q2 2025, closing a stake of 30,000 shares — an estimated $69.8K sold.

Capital Advisors Inc first reported a position in VERI in Q1 2025 and held it in 1 quarter. The position peaked at $69.8K in Q1 2025. 61 funds tracked by Wall St. Rank hold VERI as of Q2 2025.

Capital Advisors Inc reported no remaining Veritone position as of Q2 2025 after selling out during the quarter.
Capital Advisors Inc sold 30,000 Veritone shares in Q2 2025, an estimated $69.8K.
Capital Advisors Inc first reported a position in Veritone in Q1 2025 and held it in 1 quarter.
Capital Advisors Inc's Veritone position peaked at $69.8K in Q1 2025.
61 funds tracked by Wall St. Rank held Veritone as of Q2 2025.

Based on Capital Advisors Inc's 13F filing for Q2 2025, filed 22 Jul 2025.