RIL
CTEV

Rothschild Investment LLC’s Claritev Corp CTEV Stock Holding History

Rothschild Investment LLC’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 		$1.36K Buy
40
+33
+471% +$808 ﹤0.01% 2927
2026
Q1 		$114 Buy
7
+5
+250% +$112 ﹤0.01% 3381
2025
Q4 		$86 Buy
+2
New +$102 ﹤0.01% 3221

Other funds holding CTEV

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rothschild Investment LLC's CTEV Position: Q2 2026 in Review

Rothschild Investment LLC increased its Claritev Corp (CTEV) stake by 471% in Q2 2026, buying an estimated $808 and bringing the position to 40 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Rothschild Investment LLC first reported a position in CTEV in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold CTEV as of Q2 2026.

  • Rothschild Investment LLC held 40 shares of Claritev Corp worth $1.36K as of Q2 2026.
  • Rothschild Investment LLC bought 33 Claritev Corp shares in Q2 2026, an estimated $808.
  • Claritev Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2927 holding.
  • Rothschild Investment LLC first reported a position in Claritev Corp in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Claritev Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.