Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$451,559
+$140,148 QoQ
Shares Held
4,365
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,286
of 2,054 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Southern Financial Group, LLC holds $750,812 across 2 Healthcare Plans names. CVS ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
4,365 | $451,559 | |
| 2 | UNH |
Unitedhealth Group Inc
|
720 | $299,253 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,559 | 4,365 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $311,411 | 4,336 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $341,724 | 4,306 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||