Newbridge Financial Services Group’s Veritone VERI Stock Holding History

Newbridge Financial Services Group’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 Q1	$11.8K	Buy	6,000 +3,000	+100%	+$10.1K	﹤0.01%	766
2025 Q4	$13.9K	Buy	+3,000	New	+$16.1K	﹤0.01%	727
2023 Q2	–	Sell	-3,800	Closed	-$22.2K	–	1444
2023 Q1	$22.2K	Sell	3,800 -2,000	-34%	-$13.8K	0.01%	679
2022 Q4	$30.7K	Hold	5,800	–	–	0.02%	587
2022 Q3	$33K	Hold	5,800	–	–	0.02%	567
2022 Q2	$38K	Hold	5,800	–	–	0.02%	476
2022 Q1	$106K	Hold	5,800	–	–	0.05%	296
2021 Q4	$130K	Sell	5,800 -2,000	-26%	-$51.3K	0.06%	257
2021 Q3	$186K	Hold	7,800	–	–	0.12%	180
2021 Q2	$154K	Hold	7,800	–	–	0.09%	216
2021 Q1	$187K	Hold	7,800	–	–	0.14%	171
2020 Q4	$222K	Sell	7,800 -2,200	-22%	-$38.1K	0.18%	125
2020 Q3	$92K	Buy	+10,000	New	+$105K	0.09%	207

Other funds holding VERI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAM

Banta Asset Management Newport Beach, California $99.5M AUM

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Newbridge Financial Services Group's VERI Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Veritone (VERI) stake by 100% in Q1 2026, buying an estimated $10.1K and bringing the position to 6,000 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Newbridge Financial Services Group first reported a position in VERI in Q3 2020 and has held it in 13 quarters since. The position peaked at $222K in Q4 2020. 96 funds tracked by Wall St. Rank hold VERI as of Q1 2026.

Newbridge Financial Services Group held 6,000 shares of Veritone worth $11.8K as of Q1 2026.
Newbridge Financial Services Group bought 3,000 Veritone shares in Q1 2026, an estimated $10.1K.
Veritone made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #766 holding.
Newbridge Financial Services Group first reported a position in Veritone in Q3 2020 and has held it in 13 quarters since.
Newbridge Financial Services Group's Veritone position peaked at $222K in Q4 2020.
96 funds tracked by Wall St. Rank held Veritone as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.