SYM FINANCIAL Corp

Position in CVS — CVS HEALTH Corp

CIK 764739 WINONA LAKE, IN

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$380,902

+$130,610 QoQ

Shares Held

3,682

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,371

of 2,051 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SYM FINANCIAL Corp holds $2,928,809 across 5 Healthcare Plans names. CVS ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	14,509	$931,332
2	UNH	Unitedhealth Group Inc	2,127	$884,045
3	MOH	Molina Healthcare, Inc.	2,043	$467,234
4	CVS	CVS HEALTH Corp This page	3,682	$380,902
5	ELV	Elevance Health, Inc.	686	$265,296

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,902	3,682	+5.7%	Shares	Sole	2026-08-04
2026-03-31	$250,292	3,485	-10.8%	Shares	Sole	2026-05-08
2025-12-31	$310,218	3,909	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$292,814	3,884	-12.6%	Shares	Sole	2025-11-03
2025-06-30	$306,547	4,444	-12.9%	Shares	Sole	2025-08-01
2025-03-31	$345,525	5,100	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.