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BankPlus Trust Department’s Veeva Systems VEEV Stock Holding History

BankPlus Trust Department’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.3K Sell
351
-139
-28% -$22.9K 0.01% 258
2026
Q1 		$86.1K Sell
490
-121
-20% -$23.8K 0.02% 228
2025
Q4 		$136K Sell
611
-70
-10% -$18.6K 0.04% 202
2025
Q3 		$203K Buy
681
+12
+2% +$3.38K 0.05% 172
2025
Q2 		$193K Hold
669
– – 0.06% 154
2025
Q1 		$155K Sell
669
-63
-9% -$14.4K 0.05% 156
2024
Q4 		$154K Buy
+732
New +$161K 0.05% 160

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BankPlus Trust Department's VEEV Position: Q2 2026 in Review

BankPlus Trust Department reduced its Veeva Systems (VEEV) stake by 28% in Q2 2026, selling an estimated $22.9K and leaving 351 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #258.

BankPlus Trust Department first reported a position in VEEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $203K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • BankPlus Trust Department held 351 shares of Veeva Systems worth $62.3K as of Q2 2026.
  • BankPlus Trust Department sold 139 Veeva Systems shares in Q2 2026, an estimated $22.9K.
  • Veeva Systems made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #258 holding.
  • BankPlus Trust Department first reported a position in Veeva Systems in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Veeva Systems position peaked at $203K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.