Financial Consulate’s Clover Health Investments CLOV Stock Holding History

Financial Consulate’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	$2.39K	Buy	+555	New	+$2.49K	﹤0.01%	1079

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

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

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Financial Consulate's CLOV Position: Q3 2026 in Review

Financial Consulate opened a new position in Clover Health Investments (CLOV) in Q3 2026: 555 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings.

33 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

Financial Consulate held 555 shares of Clover Health Investments worth $2.39K as of Q3 2026.
Clover Health Investments was a new Financial Consulate position in Q3 2026.
Clover Health Investments made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1079 holding.
33 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.