EWP
VERI icon

Elevation Wealth Partners’s Veritone VERI Stock Holding History

Elevation Wealth Partners’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 		$84 Hold
61
– – ﹤0.01% 1296
2026
Q1 		$121 Hold
61
– – ﹤0.01% 1063
2025
Q4 		$284 Hold
61
– – ﹤0.01% 930
2025
Q3 		$295 Buy
+61
New +$176 ﹤0.01% 843

Other funds holding VERI

BAM
Banta Asset Management Newport Beach, California $112M AUM
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Elevation Wealth Partners's VERI Position: Q2 2026 in Review

Elevation Wealth Partners held its Veritone (VERI) position steady in Q2 2026 at 61 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Elevation Wealth Partners first reported a position in VERI in Q3 2025 and has held it in 4 quarters since. The position peaked at $295 in Q3 2025. 17 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

  • Elevation Wealth Partners held 61 shares of Veritone worth $84 as of Q2 2026.
  • Elevation Wealth Partners left its Veritone share count unchanged in Q2 2026.
  • Veritone made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1296 holding.
  • Elevation Wealth Partners first reported a position in Veritone in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Veritone position peaked at $295 in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.