FIRST CITIZENS BANK & TRUST CO

Bank

Position in ELV — Elevance Health, Inc.

CIK 1092203 RALEIGH, NC

Position in ELV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,558,689

+$741,264 QoQ

Shares Held

9,202

-4.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#492

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $33,151,217 across 5 Healthcare Plans names. ELV ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	235,652	$15,126,501
2	UNH	Unitedhealth Group Inc	17,641	$7,332,128
3	CVS	CVS HEALTH Corp	39,761	$4,113,275
4	ELV	Elevance Health, Inc. This page	9,202	$3,558,689
5	CI	Cigna Group	10,957	$3,020,624

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,558,689	9,202	-4.4%	Shares	Sole	2026-07-13
2026-03-31	$2,817,425	9,624	-68.1%	Shares	Sole	2026-05-13
2025-12-31	$10,564,174	30,136	-2.8%	Shares	Sole	2026-02-18
2025-09-30	$10,022,212	31,017	+19.9%	Shares	Sole	2025-10-31
2025-06-30	$10,065,506	25,878	+12.9%	Shares	Sole	2025-07-30
2025-03-31	$9,970,152	22,922	+7.1%	Shares	Sole	2025-04-14
2024-12-31	$7,892,614	21,395	-6.3%	Shares	Sole	2025-01-21
2024-09-30	$11,867,960	22,823	-4.5%	Shares	Sole	2024-10-17
2024-06-30	$12,949,911	23,899	+1.4%	Shares	Sole	2024-07-19
2024-03-31	$12,223,023	23,572	+30.2%	Shares	Sole	2024-04-15
2023-12-31	$8,537,121	18,104	+76.0%	Shares	Sole	2024-01-22
2023-09-30	$4,480,035	10,289	-4.0%	Shares	Sole	2023-10-30
2023-06-30	$4,764,121	10,723	+27.6%	Shares	Sole	2023-08-15
2023-03-31	$3,865,162	8,406	-20.7%	Shares	Sole	2023-05-11
2022-12-31	$5,435,942	10,597	-20.6%	Shares	Sole	2023-01-24
2022-09-30	$6,059,561	13,340	+9.8%	Shares	Sole	2022-10-20
2022-06-30	$5,861,416	12,146	-8.4%	Shares	Sole	2022-07-26
2022-03-31	$6,516,523	13,266	-1.3%	Shares	Sole	2022-04-26
2021-12-31	$6,229,049	13,438	-0.6%	Shares	Sole	2022-03-11
2021-09-30	$5,039,882	13,519	-8.7%	Shares	Sole	2021-10-15
2021-06-30	$5,651,403	14,802	-18.4%	Shares	Sole	2021-07-14
2021-03-31	$6,511,711	18,141	+3.3%	Shares	Sole	2021-04-14
2020-12-31	$5,638,018	17,559	+17.2%	Shares	Sole	2021-01-13
2020-09-30	$4,025,089	14,986	-11.9%	Shares	Sole	2020-10-15
2020-06-30	$4,472,500	17,007	-9.2%	Shares	Sole	2020-07-15
2020-03-31	$4,252,686	18,731	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.