DHJJ Financial Advisors’s Veritone VERI Stock Holding History

DHJJ 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	$137	Hold	100	–	–	﹤0.01%	1025
2026 Q1	$197	Hold	100	–	–	﹤0.01%	997
2025 Q4	$465	Hold	100	–	–	﹤0.01%	863
2025 Q3	$482	Hold	100	–	–	﹤0.01%	829
2025 Q2	$126	Hold	100	–	–	﹤0.01%	922
2025 Q1	$233	Hold	100	–	–	﹤0.01%	835
2024 Q4	$328	Hold	100	–	–	﹤0.01%	765
2024 Q3	$359	Hold	100	–	–	﹤0.01%	735
2024 Q2	$226	Hold	100	–	–	﹤0.01%	734
2024 Q1	$526	Hold	100	–	–	﹤0.01%	639
2023 Q4	$181	Hold	100	–	–	﹤0.01%	734
2023 Q3	$258	Buy	+100	New	+$332	﹤0.01%	686

Other funds holding VERI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAM

Banta Asset Management Newport Beach, California $112M AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

DHJJ Financial Advisors held its Veritone (VERI) position steady in Q2 2026 at 100 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

DHJJ Financial Advisors first reported a position in VERI in Q3 2023 and has held it in 12 quarters since. The position peaked at $526 in Q1 2024. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

DHJJ Financial Advisors held 100 shares of Veritone worth $137 as of Q2 2026.
DHJJ Financial Advisors left its Veritone share count unchanged in Q2 2026.
Veritone made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1025 holding.
DHJJ Financial Advisors first reported a position in Veritone in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Veritone position peaked at $526 in Q1 2024.
90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.