Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$35,793
+$10,944 QoQ
Shares Held
346
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,891
of 2,054 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 71%
Shared 29%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BankPlus Trust Department holds $359,023 across 3 Healthcare Plans names. CVS ranks #3 (10.0% of the industry book) .
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,793 | 346 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,849 | 346 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,458 | 346 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $26,084 | 346 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,798 | 374 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $28,048 | 414 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,584 | 414 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||