SYM Financial Corp
IQV icon

SYM Financial Corp’s IQVIA IQV Stock Holding History

SYM Financial Corp’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$441K Buy
1,640
+106
+7% +$25.6K 0.03% 184
2026
Q2 		$296K Buy
1,534
+157
+11% +$27.4K 0.02% 261
2026
Q1 		$235K Sell
1,377
-275
-17% -$53.7K 0.02% 277
2025
Q4 		$372K Buy
1,652
+143
+9% +$31.1K 0.04% 182
2025
Q3 		$287K Buy
1,509
+141
+10% +$25.6K 0.03% 230
2025
Q2 		$216K Buy
+1,368
New +$206K 0.02% 293
2025
Q1 		– Sell
-1,619
Closed -$318K – 370
2024
Q4 		$318K Buy
+1,619
New +$341K 0.04% 146

Other funds holding IQV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

SYM Financial Corp's IQV Position: Q3 2026 in Review

SYM Financial Corp increased its IQVIA (IQV) stake by 6.9% in Q3 2026, buying an estimated $25.6K and bringing the position to 1,640 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #184.

SYM Financial Corp first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • SYM Financial Corp held 1,640 shares of IQVIA worth $441K as of Q3 2026.
  • SYM Financial Corp bought 106 IQVIA shares in Q3 2026, an estimated $25.6K.
  • IQVIA made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #184 holding.
  • SYM Financial Corp first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
  • 607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.