LPL Financial
VERI icon

LPL Financial’s Veritone VERI Stock Holding History

LPL Financial’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 		$89.8K Buy
65,520
+11,750
+22% +$22.4K ﹤0.01% 5935
2026
Q1 		$106K Buy
53,770
+7,832
+17% +$26.5K ﹤0.01% 5666
2025
Q4 		$214K Buy
45,938
+16,481
+56% +$88.6K ﹤0.01% 5401
2025
Q3 		$142K Buy
29,457
+12,591
+75% +$36.4K ﹤0.01% 5438
2025
Q2 		$21.3K Buy
16,866
+1,372
+9% +$2.49K ﹤0.01% 5467
2025
Q1 		$36K Buy
15,494
+945
+6% +$2.74K ﹤0.01% 5189
2024
Q4 		$47.7K Buy
+14,549
New +$47.1K ﹤0.01% 5106
2022
Q2 		– Sell
-12,394
Closed -$227K – 4544
2022
Q1 		$227K Sell
12,394
-156,949
-93% -$2.7M ﹤0.01% 3768
2021
Q4 		$3.81M Buy
169,343
+18,674
+12% +$479K ﹤0.01% 1631
2021
Q3 		$3.6M Buy
150,669
+137,101
+1,010% +$2.8M ﹤0.01% 1616
2021
Q2 		$267K Buy
13,568
+2,686
+25% +$58.3K ﹤0.01% 3679
2021
Q1 		$261K Buy
10,882
+1,695
+18% +$60.4K ﹤0.01% 3578
2020
Q4 		$261K Sell
9,187
-1,123
-11% -$19.4K ﹤0.01% 3321
2020
Q3 		$94K Sell
10,310
-3,098
-23% -$32.6K ﹤0.01% 3379
2020
Q2 		$199K Buy
+13,408
New +$113K ﹤0.01% 3131

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

LPL Financial's VERI Position: Q2 2026 in Review

LPL Financial increased its Veritone (VERI) stake by 22% in Q2 2026, buying an estimated $22.4K and bringing the position to 65,520 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5935.

LPL Financial first reported a position in VERI in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.81M in Q4 2021. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

  • LPL Financial held 65,520 shares of Veritone worth $89.8K as of Q2 2026.
  • LPL Financial bought 11,750 Veritone shares in Q2 2026, an estimated $22.4K.
  • Veritone made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5935 holding.
  • LPL Financial first reported a position in Veritone in Q2 2020 and has held it in 15 quarters since.
  • LPL Financial's Veritone position peaked at $3.81M in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.