BPI
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BFC Planning, Inc.’s Veritone VERI Stock Holding History

BFC Planning, Inc.’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 		$2.06K Buy
+1,500
New +$2.87K ﹤0.01% 2986

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
Banta Asset Management
Banta Asset Management Newport Beach, California $112M AUM 8.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Silvercrest Asset Management
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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s VERI Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Veritone (VERI) in Q2 2026: 1,500 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #2986 among its holdings.

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

  • BFC Planning, Inc. held 1,500 shares of Veritone worth $2.06K as of Q2 2026.
  • Veritone was a new BFC Planning, Inc. position in Q2 2026.
  • Veritone made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2986 holding.
  • 91 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.