NBZ Investment Advisors’s Veritone VERI Stock Holding History

NBZ Investment 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
2025 Q2	–	Sell	-37,107	Closed	-$86.3K	–	67
2025 Q1	$86.3K	Buy	+37,107	New	+$108K	0.05%	54

Other funds holding VERI

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

NBZ Investment Advisors's VERI Position: Q2 2025 in Review

NBZ Investment Advisors sold out of Veritone (VERI) in Q2 2025, closing a stake of 37,107 shares — an estimated $86.3K sold.

NBZ Investment Advisors first reported a position in VERI in Q1 2025 and held it in 1 quarter. The position peaked at $86.3K in Q1 2025. 61 funds tracked by Wall St. Rank hold VERI as of Q2 2025.

NBZ Investment Advisors reported no remaining Veritone position as of Q2 2025 after selling out during the quarter.
NBZ Investment Advisors sold 37,107 Veritone shares in Q2 2025, an estimated $86.3K.
NBZ Investment Advisors first reported a position in Veritone in Q1 2025 and held it in 1 quarter.
NBZ Investment Advisors's Veritone position peaked at $86.3K in Q1 2025.
61 funds tracked by Wall St. Rank held Veritone as of Q2 2025.

Based on NBZ Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.