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Clearstead Advisors’s Veritone VERI Stock Holding History

Clearstead 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 		$68.7K Buy
+50,171
New +$95.9K ﹤0.01% 1396

Other funds holding VERI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Clearstead Advisors's VERI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Veritone (VERI) in Q2 2026: 50,171 shares worth $68.7K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings.

31 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

  • Clearstead Advisors held 50,171 shares of Veritone worth $68.7K as of Q2 2026.
  • Veritone was a new Clearstead Advisors position in Q2 2026.
  • Veritone made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1396 holding.
  • 31 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.