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SYM Financial Corp’s Veeva Systems VEEV Stock Holding History

SYM Financial Corp’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
Q1 		$379K Sell
2,159
-724
-25% -$142K 0.04% 174
2025
Q4 		$644K Sell
2,883
-195
-6% -$51.7K 0.07% 93
2025
Q3 		$917K Sell
3,078
-435
-12% -$122K 0.1% 61
2025
Q2 		$1.01M Buy
3,513
+517
+17% +$128K 0.11% 59
2025
Q1 		$694K Sell
2,996
-472
-14% -$108K 0.09% 69
2024
Q4 		$729K Buy
+3,468
New +$763K 0.09% 60

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SYM Financial Corp reduced its Veeva Systems (VEEV) stake by 25% in Q1 2026, selling an estimated $142K and leaving 2,159 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #174.

SYM Financial Corp first reported a position in VEEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • SYM Financial Corp held 2,159 shares of Veeva Systems worth $379K as of Q1 2026.
  • SYM Financial Corp sold 724 Veeva Systems shares in Q1 2026, an estimated $142K.
  • Veeva Systems made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #174 holding.
  • SYM Financial Corp first reported a position in Veeva Systems in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Veeva Systems position peaked at $1.01M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

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