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Southern Michigan Bank & Trust’s Elevance Health ELV Stock Holding History

Southern Michigan Bank & Trust’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$96.7K Sell
250
-8
-3% -$2.97K 0.03% 150
2026
Q1 		$75.5K Buy
+258
New +$84.8K 0.03% 159

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Southern Michigan Bank & Trust's ELV Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Elevance Health (ELV) stake by 3.1% in Q2 2026, selling an estimated $2.97K and leaving 250 shares worth $96.7K. The position accounts for 0.03% of the portfolio, ranked #150.

Southern Michigan Bank & Trust first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 1,513 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Southern Michigan Bank & Trust held 250 shares of Elevance Health worth $96.7K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 8 Elevance Health shares in Q2 2026, an estimated $2.97K.
  • Elevance Health made up 0.03% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #150 holding.
  • Southern Michigan Bank & Trust first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.