Kestra Advisory Services
CLOV icon

Kestra Advisory Services’s Clover Health Investments CLOV Stock Holding History

Kestra Advisory Services’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 		$47.3K Sell
10,984
-1,735
-14% -$7.78K ﹤0.01% 3396
2026
Q2 		$66.6K Sell
12,719
-1,500
-11% -$5.09K ﹤0.01% 3204
2026
Q1 		$25K Sell
14,219
-111
-0.8% -$241 ﹤0.01% 3087
2025
Q4 		$33.7K Sell
14,330
-1,399
-9% -$3.82K ﹤0.01% 4217
2025
Q3 		$48.1K Buy
15,729
+3,246
+26% +$9.27K ﹤0.01% 2861
2025
Q2 		$34.8K Buy
12,483
+883
+8% +$2.9K ﹤0.01% 2786
2025
Q1 		$41.6K Sell
11,600
-343
-3% -$1.38K ﹤0.01% 2656
2024
Q4 		$37.6K Buy
+11,943
New +$42.7K ﹤0.01% 2621

Other funds holding CLOV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return

Kestra Advisory Services's CLOV Position: Q3 2026 in Review

Kestra Advisory Services reduced its Clover Health Investments (CLOV) stake by 14% in Q3 2026, selling an estimated $7.78K and leaving 10,984 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3396.

Kestra Advisory Services first reported a position in CLOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $66.6K in Q2 2026. 142 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

  • Kestra Advisory Services held 10,984 shares of Clover Health Investments worth $47.3K as of Q3 2026.
  • Kestra Advisory Services sold 1,735 Clover Health Investments shares in Q3 2026, an estimated $7.78K.
  • Clover Health Investments made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3396 holding.
  • Kestra Advisory Services first reported a position in Clover Health Investments in Q4 2024 and has held it in 8 quarters since.
  • Kestra Advisory Services's Clover Health Investments position peaked at $66.6K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.