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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SYM Financial Corp's IQV Position: Q1 2026 in Review

SYM Financial Corp reduced its IQVIA (IQV) stake by 17% in Q1 2026, selling an estimated $53.7K and leaving 1,377 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #277.

SYM Financial Corp first reported a position in IQV in Q4 2024 and has held it in 5 quarters since. The position peaked at $372K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • SYM Financial Corp held 1,377 shares of IQVIA worth $235K as of Q1 2026.
  • SYM Financial Corp sold 275 IQVIA shares in Q1 2026, an estimated $53.7K.
  • IQVIA made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #277 holding.
  • SYM Financial Corp first reported a position in IQVIA in Q4 2024 and has held it in 5 quarters since.
  • SYM Financial Corp's IQVIA position peaked at $372K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.