Farther Finance Advisors’s Clover Health Investments CLOV Stock Holding History

Farther Finance Advisors’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 Q2	$1.39M	Sell	265,640 -3,497	-1%	-$11.9K	0.01%	912
2026 Q1	$458K	Buy	269,137 +20,517	+8%	+$44.5K	﹤0.01%	1461
2025 Q4	$584K	Buy	248,620 +14,687	+6%	+$40.1K	0.01%	1206
2025 Q3	$716K	Buy	233,933 +13,908	+6%	+$39.7K	0.01%	892
2025 Q2	$614K	Buy	220,025 +57,979	+36%	+$191K	0.01%	817
2025 Q1	$582K	Buy	162,046 +161,896	+107,931%	+$650K	0.01%	724
2024 Q4	$473	Hold	150	–	–	﹤0.01%	3451
2024 Q3	$423	Hold	150	–	–	﹤0.01%	3464
2024 Q2	$180	Hold	150	–	–	﹤0.01%	3514
2024 Q1	$115	Hold	150	–	–	﹤0.01%	3359
2023 Q4	$143	Hold	150	–	–	﹤0.01%	3268
2023 Q3	$162	Hold	150	–	–	﹤0.01%	2495
2023 Q2	$135	Hold	150	–	–	﹤0.01%	2407
2023 Q1	$127	Hold	150	–	–	﹤0.01%	2265
2022 Q4	$139	Buy	+150	New	+$200	﹤0.01%	2098

Other funds holding CLOV

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's CLOV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Clover Health Investments (CLOV) stake by 1.3% in Q2 2026, selling an estimated $11.9K and leaving 265,640 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #912.

Farther Finance Advisors first reported a position in CLOV in Q4 2022 and has held it in 15 quarters since. 11 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Farther Finance Advisors held 265,640 shares of Clover Health Investments worth $1.39M as of Q2 2026.
Farther Finance Advisors sold 3,497 Clover Health Investments shares in Q2 2026, an estimated $11.9K.
Clover Health Investments made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #912 holding.
Farther Finance Advisors first reported a position in Clover Health Investments in Q4 2022 and has held it in 15 quarters since.
11 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.