IFP Advisors
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IFP Advisors’s Veritone VERI Stock Holding History

IFP 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
Q3 		$124 Buy
+104
New +$114 ﹤0.01% 4953
2017
Q4 		– Sell
-400
Closed -$18K – 4108
2017
Q3 		$18K Buy
+400
New +$7.42K ﹤0.01% 2676

Other funds holding VERI

Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

IFP Advisors's VERI Position: Q3 2026 in Review

IFP Advisors opened a new position in Veritone (VERI) in Q3 2026: 104 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #4953 among its holdings. This is a return to the name: IFP Advisors previously reported a position in VERI as recently as Q3 2017.

IFP Advisors first reported a position in VERI in Q3 2017 and has held it in 2 quarters since. The position peaked at $18K in Q3 2017. 12 funds tracked by Wall St. Rank hold VERI as of Q3 2026.

  • IFP Advisors held 104 shares of Veritone worth $124 as of Q3 2026.
  • Veritone was a new IFP Advisors position in Q3 2026.
  • Veritone made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4953 holding.
  • IFP Advisors first reported a position in Veritone in Q3 2017 and has held it in 2 quarters since.
  • IFP Advisors's Veritone position peaked at $18K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held Veritone as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.