SOUTHERN MICHIGAN BANK & TRUST

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1173227 COLDWATER, MI

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$65,669

+$24,269 QoQ

Shares Held

158

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,184

of 3,349 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

SOUTHERN MICHIGAN BANK & TRUST holds $465,383 across 5 Healthcare Plans names. UNH ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	2,148	$222,210
2	ELV	Elevance Health, Inc.	250	$96,682
3	HUM	Humana Inc	200	$79,444
4	UNH	Unitedhealth Group Inc This page	158	$65,669
5	CI	Cigna Group	5	$1,378

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,669	158	+3.3%	Shares	Sole	2026-07-21
2026-03-31	$41,400	153	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.