Kestra Advisory Services’s Veritone VERI Stock Holding History

Kestra Advisory Services’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	$15.2K	Buy	11,062 +248	+2%	+$474	﹤0.01%	3238
2026 Q1	$21.3K	Sell	10,814 -140	-1%	-$473	﹤0.01%	3093
2025 Q4	$50.9K	Sell	10,954 -500	-4%	-$2.69K	﹤0.01%	3920
2025 Q3	$55.2K	Buy	+11,454	New	+$33.1K	﹤0.01%	2853
2023 Q4	–	Sell	-10,321	Closed	-$26.6K	–	2338
2023 Q3	$26.6K	Buy	+10,321	New	+$34.3K	﹤0.01%	2078

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 40.89% 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

Kestra Advisory Services's VERI Position: Q2 2026 in Review

Kestra Advisory Services increased its Veritone (VERI) stake by 2.3% in Q2 2026, buying an estimated $474 and bringing the position to 11,062 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Kestra Advisory Services first reported a position in VERI in Q3 2023 and has held it in 5 quarters since. The position peaked at $55.2K in Q3 2025. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

Kestra Advisory Services held 11,062 shares of Veritone worth $15.2K as of Q2 2026.
Kestra Advisory Services bought 248 Veritone shares in Q2 2026, an estimated $474.
Veritone made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3238 holding.
Kestra Advisory Services first reported a position in Veritone in Q3 2023 and has held it in 5 quarters since.
Kestra Advisory Services's Veritone position peaked at $55.2K in Q3 2025.
90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.