Position in IQV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$296,399
+$61,566 QoQ
Shares Held
1,534
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#743
of 1,077 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026SYM FINANCIAL Corp holds $2,875,431 across 6 Diagnostics & Research names. IQV ranks #6 (10.3% of the industry book) .
All Filings in IQV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,399 | 1,534 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $234,833 | 1,377 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $372,377 | 1,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $286,619 | 1,509 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $215,583 | 1,368 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $318,149 | 1,619 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||