RFG Advisory’s Clover Health Investments CLOV Stock Holding History

RFG Advisory’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	$105K	Hold	20,000	–	–	﹤0.01%	1105
2026 Q1	$35.2K	Buy	+20,000	New	+$43.4K	﹤0.01%	1035

Other funds holding CLOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RFG Advisory's CLOV Position: Q2 2026 in Review

RFG Advisory held its Clover Health Investments (CLOV) position steady in Q2 2026 at 20,000 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

RFG Advisory first reported a position in CLOV in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

RFG Advisory held 20,000 shares of Clover Health Investments worth $105K as of Q2 2026.
RFG Advisory left its Clover Health Investments share count unchanged in Q2 2026.
Clover Health Investments made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1105 holding.
RFG Advisory first reported a position in Clover Health Investments in Q1 2026 and has held it in 2 quarters since.
226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.