SNS Financial Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 1557485 MINNEAPOLIS, MN

Position in CVS

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$869,739

-$99,563 QoQ

Shares Held

12,110

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SNS Financial Group, LLC holds $9,133,676 across 2 Healthcare Plans names.

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	17,312	$7,195,386
2	ELV	Elevance Health, Inc.	5,012	$1,938,290

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$869,739	12,110	-0.9%	Shares	Defined	2026-04-14
2025-12-31	$969,302	12,214	-3.0%	Shares	Sole	2026-02-02
2025-09-30	$949,084	12,589	-1.6%	Shares	Sole	2025-11-13
2025-06-30	$882,115	12,788	+2.5%	Shares	Sole	2025-08-06
2025-03-31	$845,316	12,477	+2.5%	Shares	Defined	2025-05-05
2024-12-31	$546,400	12,172	-17.7%	Shares	Defined	2025-02-03
2024-09-30	$929,680	14,785	-4.4%	Shares	Sole	2024-11-01
2024-06-30	$913,834	15,473	—	Shares	Sole	2024-07-25
No filing history on record for this holder in this stock.