Allegiance Financial Group Advisory Services’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Sell
1,210
-291
-19% -$48K 0.04% 186
2026
Q1
$264K Buy
1,501
+321
+27% +$63.1K 0.05% 151
2025
Q4
$263K Buy
1,180
+10
+0.9% +$2.65K 0.06% 143
2025
Q3
$349K Hold
1,170
– – 0.08% 96
2025
Q2
$337K Buy
+1,170
New +$290K 0.09% 93

Other funds holding VEEV

Allegiance Financial Group Advisory Services's VEEV Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Veeva Systems (VEEV) stake by 19% in Q2 2026, selling an estimated $48K and leaving 1,210 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #186.

Allegiance Financial Group Advisory Services first reported a position in VEEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 1,210 shares of Veeva Systems worth $215K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 291 Veeva Systems shares in Q2 2026, an estimated $48K.
  • Veeva Systems made up 0.04% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #186 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Veeva Systems in Q2 2025 and has held it in 5 quarters since.
  • Allegiance Financial Group Advisory Services's Veeva Systems position peaked at $349K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.