Position in CVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$763,357
+$237,276 QoQ
Shares Held
7,379
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,071
of 2,051 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Citizens Business Bank holds $763,357 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
7,379 | $763,357 |
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,357 | 7,379 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $526,081 | 7,325 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $585,358 | 7,376 | Shares | Sole | 2026-02-02 | |
| 2024-03-31 | $3,264,655 | 40,931 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $3,313,872 | 41,969 | Shares | Other | 2024-02-05 | |
| 2022-06-30 | $765,834 | 8,265 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $836,500 | 8,265 | Shares | Sole | 2022-11-18 | |
| 2021-12-31 | $835,596 | 8,100 | Shares | Sole | 2022-11-18 | |
| 2021-09-30 | $687,366 | 8,100 | Shares | Sole | 2022-11-18 | |
| 2021-06-30 | $675,864 | 8,100 | Shares | Sole | 2022-11-18 | |
| 2021-03-31 | $609,363 | 8,100 | Shares | Sole | 2022-11-18 | |
| 2020-12-31 | $553,230 | 8,100 | Shares | Sole | 2022-11-18 | |
| 2020-09-30 | $473,040 | 8,100 | Shares | Sole | 2022-11-18 | |
| 2020-06-30 | $526,257 | 8,100 | Shares | Sole | 2022-11-18 | |
| 2020-03-31 | $523,587 | 8,825 | Shares | Sole | 2022-11-18 | |
| No filing history on record for this holder in this stock. | ||||||