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NBC Securities’s Clover Health Investments CLOV Stock Holding History

NBC Securities’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
Q4 		– Sell
-200
Closed -$612 – 2820
2025
Q3 		$612 Buy
+200
New +$571 ﹤0.01% 2614
2024
Q2 		– Sell
-200
Closed -$1K – 2092
2024
Q1 		$1K Buy
+200
New +$182 ﹤0.01% 2047
2023
Q4 		– Sell
-200
Closed – – 2128
2023
Q3 		$0 Buy
+200
New +$238 ﹤0.01% 2118

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBC Securities's CLOV Position: Q4 2025 in Review

NBC Securities sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 200 shares — an estimated $612 sold.

NBC Securities first reported a position in CLOV in Q3 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 193 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

  • NBC Securities reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 200 Clover Health Investments shares in Q4 2025, an estimated $612.
  • NBC Securities first reported a position in Clover Health Investments in Q3 2023 and held it in 3 quarters.
  • NBC Securities's Clover Health Investments position peaked at $1K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.