Farther Finance Advisors’s Veritone VERI Stock Holding History

Farther Finance 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	$60.3K	Sell	44,000 -90	-0.2%	-$172	﹤0.01%	3101
2026 Q1	$78.9K	Hold	44,090	–	–	﹤0.01%	2676
2025 Q4	$205K	Buy	44,090 +6,500	+17%	+$35K	﹤0.01%	1897
2025 Q3	$181K	Hold	37,590	–	–	﹤0.01%	1658
2025 Q2	$47.4K	Sell	37,590 -75	-0.2%	-$136	﹤0.01%	2157
2025 Q1	$87.8K	Hold	37,665	–	–	﹤0.01%	1610
2024 Q4	$124K	Buy	37,665 +75	+0.2%	+$243	﹤0.01%	1219
2024 Q3	$135K	Hold	37,590	–	–	0.01%	1172
2024 Q2	$85.3K	Hold	37,590	–	–	﹤0.01%	1195
2024 Q1	$201K	Buy	37,590 +73	+0.2%	+$172	0.01%	680
2023 Q4	$67.9K	Buy	+37,517	New	+$83.6K	﹤0.01%	921

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 40.91% 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

Farther Finance Advisors's VERI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Veritone (VERI) stake by 0.2% in Q2 2026, selling an estimated $172 and leaving 44,000 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3101.

Farther Finance Advisors first reported a position in VERI in Q4 2023 and has held it in 11 quarters since. The position peaked at $205K in Q4 2025. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

Farther Finance Advisors held 44,000 shares of Veritone worth $60.3K as of Q2 2026.
Farther Finance Advisors sold 90 Veritone shares in Q2 2026, an estimated $172.
Veritone made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3101 holding.
Farther Finance Advisors first reported a position in Veritone in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's Veritone position peaked at $205K in Q4 2025.
90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.