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 Q3	$672K	Buy	2,354 +170	+8%	+$39.9K	0.05%	120
2026 Q2	$388K	Buy	2,184 +25	+1%	+$4.12K	0.03%	194
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

SYM Financial Corp increased its Veeva Systems (VEEV) stake by 7.8% in Q3 2026, buying an estimated $39.9K and bringing the position to 2,354 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #120.

SYM Financial Corp first reported a position in VEEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2025. 620 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

SYM Financial Corp held 2,354 shares of Veeva Systems worth $672K as of Q3 2026.
SYM Financial Corp bought 170 Veeva Systems shares in Q3 2026, an estimated $39.9K.
Veeva Systems made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #120 holding.
SYM Financial Corp first reported a position in Veeva Systems in Q4 2024 and has held it in 8 quarters since.
SYM Financial Corp's Veeva Systems position peaked at $1.01M in Q2 2025.
620 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

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