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Patriot Financial Group Insurance Agency’s Clover Health Investments CLOV Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-10,200
Closed -$18K – 524
2026
Q1 		$18K Buy
+10,200
New +$22.1K ﹤0.01% 700

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State Street
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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

Patriot Financial Group Insurance Agency's CLOV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Clover Health Investments (CLOV) in Q2 2026, closing a stake of 10,200 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in CLOV in Q1 2026 and held it in 1 quarter. The position peaked at $18K in Q1 2026. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Clover Health Investments position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,200 Clover Health Investments shares in Q2 2026, an estimated $18K.
  • Patriot Financial Group Insurance Agency first reported a position in Clover Health Investments in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Clover Health Investments position peaked at $18K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.