CAPTRUST Financial Advisors
VERI icon

CAPTRUST Financial Advisors’s Veritone VERI Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q2 		$18.5K Buy
+13,475
New +$25.7K ﹤0.01% 3209
2022
Q3 		– Sell
-89
Closed -$1K – 3993
2022
Q2 		$1K Buy
89
+43
+93% +$434 ﹤0.01% 4761
2022
Q1 		$1K Sell
46
-11
-19% -$189 ﹤0.01% 4764
2021
Q4 		$1K Buy
57
+31
+119% +$796 ﹤0.01% 4641
2021
Q3 		$1K Hold
26
– – ﹤0.01% 4495
2021
Q2 		$1K Buy
+26
New +$564 ﹤0.01% 4395

Other funds holding VERI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Banta Asset Management Newport Beach, California $112M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAPTRUST Financial Advisors's VERI Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Veritone (VERI) in Q2 2026: 13,475 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #3209 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in VERI as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in VERI in Q2 2021 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

  • CAPTRUST Financial Advisors held 13,475 shares of Veritone worth $18.5K as of Q2 2026.
  • Veritone was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Veritone made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3209 holding.
  • CAPTRUST Financial Advisors first reported a position in Veritone in Q2 2021 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.