SYM Financial Corp
ELV icon

SYM Financial Corp’s Elevance Health ELV Stock Holding History

SYM Financial Corp’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
Q3 		$367K Buy
943
+257
+37% +$103K 0.03% 230
2026
Q2 		$265K Buy
+686
New +$254K 0.02% 288
2026
Q1 		– Sell
-725
Closed -$254K – 427
2025
Q4 		$254K Buy
+725
New +$245K 0.03% 269
2025
Q2 		– Sell
-493
Closed -$214K – 431
2025
Q1 		$214K Buy
+493
New +$198K 0.03% 248

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

SYM Financial Corp's ELV Position: Q3 2026 in Review

SYM Financial Corp increased its Elevance Health (ELV) stake by 37% in Q3 2026, buying an estimated $103K and bringing the position to 943 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #230.

SYM Financial Corp first reported a position in ELV in Q1 2025 and has held it in 4 quarters since. 942 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • SYM Financial Corp held 943 shares of Elevance Health worth $367K as of Q3 2026.
  • SYM Financial Corp bought 257 Elevance Health shares in Q3 2026, an estimated $103K.
  • Elevance Health made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #230 holding.
  • SYM Financial Corp first reported a position in Elevance Health in Q1 2025 and has held it in 4 quarters since.
  • 942 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.