NS
CTEV

NBC Securities’s Claritev Corp CTEV Stock Holding History

NBC Securities’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 		$34 Hold
1
– – ﹤0.01% 2411
2026
Q1 		$16 Hold
1
– – ﹤0.01% 2532
2025
Q4 		$42 Hold
1
– – ﹤0.01% 2761
2025
Q3 		$53 Buy
+1
New +$55 ﹤0.01% 2751

Other funds holding CTEV

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

NBC Securities's CTEV Position: Q2 2026 in Review

NBC Securities held its Claritev Corp (CTEV) position steady in Q2 2026 at 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

NBC Securities first reported a position in CTEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $53 in Q3 2025. 6 funds tracked by Wall St. Rank hold CTEV as of Q2 2026.

  • NBC Securities held 1 share of Claritev Corp worth $34 as of Q2 2026.
  • NBC Securities left its Claritev Corp share count unchanged in Q2 2026.
  • Claritev Corp made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2411 holding.
  • NBC Securities first reported a position in Claritev Corp in Q3 2025 and has held it in 4 quarters since.
  • NBC Securities's Claritev Corp position peaked at $53 in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Claritev Corp as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.