Jones Financial Companies
CLOV icon

Jones Financial Companies’s Clover Health Investments CLOV Stock Holding History

Jones Financial Companies’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 		$30.1K Buy
5,573
+3,484
+167% +$11.8K ﹤0.01% 3329
2026
Q1 		$3.66K Buy
2,089
+850
+69% +$1.84K ﹤0.01% 3959
2025
Q4 		$2.91K Buy
1,239
+239
+24% +$653 ﹤0.01% 3707
2025
Q3 		$3.2K Hold
1,000
– – ﹤0.01% 3533
2025
Q2 		$2.76K Hold
1,000
– – ﹤0.01% 3356
2025
Q1 		$3.59K Hold
1,000
– – ﹤0.01% 3070
2024
Q4 		$3.15K Hold
1,000
– – ﹤0.01% 2888
2024
Q3 		$2.82K Buy
+1,000
New +$2.29K ﹤0.01% 2589

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jones Financial Companies's CLOV Position: Q2 2026 in Review

Jones Financial Companies increased its Clover Health Investments (CLOV) stake by 167% in Q2 2026, buying an estimated $11.8K and bringing the position to 5,573 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

Jones Financial Companies first reported a position in CLOV in Q3 2024 and has held it in 8 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Jones Financial Companies held 5,573 shares of Clover Health Investments worth $30.1K as of Q2 2026.
  • Jones Financial Companies bought 3,484 Clover Health Investments shares in Q2 2026, an estimated $11.8K.
  • Clover Health Investments made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3329 holding.
  • Jones Financial Companies first reported a position in Clover Health Investments in Q3 2024 and has held it in 8 quarters since.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.