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Larson Financial Group’s Clover Health Investments CLOV Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-1
Closed -$4 – 3322
2025
Q1 		$4 Sell
1
-2,000
-100% -$8.03K ﹤0.01% 3060
2024
Q4 		$6.3K Hold
2,001
– – ﹤0.01% 1609
2024
Q3 		$5.64K Buy
+2,001
New +$4.58K ﹤0.01% 1649
2021
Q1 		– Sell
-200
Closed -$3K – 837
2020
Q4 		$3K Buy
+200
New +$2.23K ﹤0.01% 597

Other funds holding CLOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Larson Financial Group's CLOV Position: Q2 2025 in Review

Larson Financial Group sold out of Clover Health Investments (CLOV) in Q2 2025, closing a stake of 1 share — an estimated $4 sold.

Larson Financial Group first reported a position in CLOV in Q4 2020 and held it in 4 quarters. The position peaked at $6.3K in Q4 2024. 200 funds tracked by Wall St. Rank hold CLOV as of Q2 2025.

  • Larson Financial Group reported no remaining Clover Health Investments position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 1 Clover Health Investments share in Q2 2025, an estimated $4.
  • Larson Financial Group first reported a position in Clover Health Investments in Q4 2020 and held it in 4 quarters.
  • Larson Financial Group's Clover Health Investments position peaked at $6.3K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.