AF
CTEV

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
Q2 		$15.1K Buy
444
+364
+455% +$8.92K ﹤0.01% 3420
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 $133M AUM 24.42% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $975M AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $274M AUM 43.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's CTEV Position: Q2 2026 in Review

Allworth Financial increased its Claritev Corp (CTEV) stake by 455% in Q2 2026, buying an estimated $8.92K and bringing the position to 444 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Allworth Financial first reported a position in CTEV in Q4 2022 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold CTEV as of Q2 2026.

  • Allworth Financial held 444 shares of Claritev Corp worth $15.1K as of Q2 2026.
  • Allworth Financial bought 364 Claritev Corp shares in Q2 2026, an estimated $8.92K.
  • Claritev Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3420 holding.
  • Allworth Financial first reported a position in Claritev Corp in Q4 2022 and has held it in 10 quarters since.
  • 102 funds tracked by Wall St. Rank held Claritev Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.