DecisionPoint Financial’s Clover Health Investments CLOV Stock Holding History

DecisionPoint Financial’s Portfolio CLOV Stock Details CLOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13	Hold	3	–	–	﹤0.01%	1414
2026 Q2	$17	Hold	3	–	–	﹤0.01%	1411
2026 Q1	$6	Hold	3	–	–	﹤0.01%	677
2025 Q4	$8	Hold	3	–	–	﹤0.01%	725
2025 Q3	$8	Hold	3	–	–	﹤0.01%	655
2025 Q2	$9	Hold	3	–	–	﹤0.01%	642
2025 Q1	$11	Hold	3	–	–	﹤0.01%	254
2024 Q4	$10	Hold	3	–	–	﹤0.01%	261
2024 Q3	$9	Hold	3	–	–	﹤0.01%	240
2024 Q2	$6	Hold	3	–	–	﹤0.01%	240
2024 Q1	$3	Hold	3	–	–	﹤0.01%	275
2023 Q4	$3	Hold	3	–	–	﹤0.01%	209
2023 Q3	$4	Hold	3	–	–	﹤0.01%	242
2023 Q2	$3	Hold	3	–	–	﹤0.01%	196
2023 Q1	$3	Hold	3	–	–	﹤0.01%	196
2022 Q4	$3	Buy	+3	New	+$4	﹤0.01%	198

Other funds holding CLOV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

DecisionPoint Financial's CLOV Position: Q3 2026 in Review

DecisionPoint Financial held its Clover Health Investments (CLOV) position steady in Q3 2026 at 3 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

DecisionPoint Financial first reported a position in CLOV in Q4 2022 and has held it in 16 quarters since. The position peaked at $17 in Q2 2026. 40 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

DecisionPoint Financial held 3 shares of Clover Health Investments worth $13 as of Q3 2026.
DecisionPoint Financial left its Clover Health Investments share count unchanged in Q3 2026.
Clover Health Investments made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #1414 holding.
DecisionPoint Financial first reported a position in Clover Health Investments in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Clover Health Investments position peaked at $17 in Q2 2026.
40 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.