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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
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

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

SYM Financial Corp's VEEV Position: Q2 2026 in Review

SYM Financial Corp increased its Veeva Systems (VEEV) stake by 1.2% in Q2 2026, buying an estimated $4.12K and bringing the position to 2,184 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #194.

SYM Financial Corp first reported a position in VEEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2025. 1,065 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • SYM Financial Corp held 2,184 shares of Veeva Systems worth $388K as of Q2 2026.
  • SYM Financial Corp bought 25 Veeva Systems shares in Q2 2026, an estimated $4.12K.
  • Veeva Systems made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #194 holding.
  • SYM Financial Corp first reported a position in Veeva Systems in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Veeva Systems position peaked at $1.01M in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.