Allworth Financial’s Claritev Corp CTEV Stock Holding History

Allworth Financial’s Portfolio CTEV Stock Details CTEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31K	Buy	80 +79	+7,900%	+$1.77K	﹤0.01%	4491
2025 Q4	$43	Sell	1 -6	-86%	-$305	﹤0.01%	4853
2025 Q3	$372	Buy	+7	New	+$386	﹤0.01%	4510
2024 Q2	–	Sell	-8	Closed	-$253	–	3804
2024 Q1	$253	Hold	8	–	–	﹤0.01%	3420
2023 Q4	$448	Sell	8 -2	-20%	-$121	﹤0.01%	3156
2023 Q3	$642	Sell	10 -10	-50%	-$739	﹤0.01%	2981
2023 Q2	$1.68K	Sell	20 -37	-65%	-$1.98K	﹤0.01%	2549
2023 Q1	$2.43K	Buy	57 +11	+24%	+$497	﹤0.01%	2330
2022 Q4	$2.11K	Buy	+46	New	+$3.67K	﹤0.01%	2228

Other funds holding CTEV

HFCIV

H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

ACM

Arini Captial Management London, United Kingdom $634M AUM

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Caspian Capital New York $103M AUM

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Allworth Financial's CTEV Position: Q1 2026 in Review

Allworth Financial increased its Claritev Corp (CTEV) stake by 7,900% in Q1 2026, buying an estimated $1.77K and bringing the position to 80 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4491.

Allworth Financial first reported a position in CTEV in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.43K in Q1 2023. 94 funds tracked by Wall St. Rank hold CTEV as of Q1 2026.

Allworth Financial held 80 shares of Claritev Corp worth $1.31K as of Q1 2026.
Allworth Financial bought 79 Claritev Corp shares in Q1 2026, an estimated $1.77K.
Claritev Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4491 holding.
Allworth Financial first reported a position in Claritev Corp in Q4 2022 and has held it in 9 quarters since.
Allworth Financial's Claritev Corp position peaked at $2.43K in Q1 2023.
94 funds tracked by Wall St. Rank held Claritev Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.