SYM FINANCIAL Corp

Position in ELV — Elevance Health, Inc.

CIK 764739 WINONA LAKE, IN

Position in ELV

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

Position Value

$265,296

+$11,148 QoQ

Shares Held

686

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,187

of 1,597 holders

Holding Since

Mar 2025

3 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. ELV ranks #5 (9.1% 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	3,682	$380,902
5	ELV	Elevance Health, Inc. This page	686	$265,296

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,296	686	-5.4%	Shares	Sole	2026-08-04
2025-12-31	$254,148	725	+47.1%	Shares	Sole	2026-02-13
2025-03-31	$214,435	493	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.