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Kerr Financial Planning’s Veritone VERI Stock Holding History

Kerr Financial Planning’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 		$685 Hold
500
– – ﹤0.01% 492
2026
Q1 		$1.06K Hold
500
– – ﹤0.01% 469
2025
Q4 		$1.53K Hold
500
– – ﹤0.01% 457
2025
Q3 		$2.25K Buy
+500
New +$1.45K ﹤0.01% 476

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
BAM
Banta Asset Management Newport Beach, California $112M AUM
Geode Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Kerr Financial Planning's VERI Position: Q2 2026 in Review

Kerr Financial Planning held its Veritone (VERI) position steady in Q2 2026 at 500 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Kerr Financial Planning first reported a position in VERI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.25K in Q3 2025. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

  • Kerr Financial Planning held 500 shares of Veritone worth $685 as of Q2 2026.
  • Kerr Financial Planning left its Veritone share count unchanged in Q2 2026.
  • Veritone made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #492 holding.
  • Kerr Financial Planning first reported a position in Veritone in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Veritone position peaked at $2.25K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.