PlanVest Financial’s Veru VERU Stock Holding History

PlanVest Financial’s Portfolio VERU Stock Details VERU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$545	Hold	174	–	–	﹤0.01%	561
2026 Q1	$385	Buy	+174	New	+$423	﹤0.01%	539

Other funds holding VERU

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

PlanVest Financial's VERU Position: Q2 2026 in Review

PlanVest Financial held its Veru (VERU) position steady in Q2 2026 at 174 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #561.

PlanVest Financial first reported a position in VERU in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold VERU as of Q2 2026.

PlanVest Financial held 174 shares of Veru worth $545 as of Q2 2026.
PlanVest Financial left its Veru share count unchanged in Q2 2026.
Veru made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #561 holding.
PlanVest Financial first reported a position in Veru in Q1 2026 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held Veru as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.