SignatureFD’s Claritev Corp CTEV Stock Holding History

SignatureFD’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 Q3	$1.5K	Buy	+71	New	+$2.24K	﹤0.01%	3248
2026 Q1	–	Sell	-16	Closed	-$684	–	3607
2025 Q4	$684	Hold	16	–	–	﹤0.01%	3177
2025 Q3	$849	Hold	16	–	–	﹤0.01%	3120
2025 Q2	$722	Buy	+16	New	+$460	﹤0.01%	3064
2024 Q2	–	Sell	-158	Closed	-$5.12K	–	3276
2024 Q1	$5.12K	Sell	158 -135	-46%	-$5.68K	﹤0.01%	2531
2023 Q4	$16.9K	Sell	293 -37	-11%	-$2.25K	﹤0.01%	2003
2023 Q3	$22.2K	Sell	330 -6	-2%	-$443	﹤0.01%	1795
2023 Q2	$28.3K	Sell	336 -627	-65%	-$33.5K	﹤0.01%	1711
2023 Q1	$40.8K	Buy	963 +355	+58%	+$16K	﹤0.01%	1492
2022 Q4	$28K	Buy	608 +589	+3,100%	+$47K	﹤0.01%	1643
2022 Q3	$2K	Buy	+19	New	+$3.14K	﹤0.01%	2869

Other funds holding CTEV

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

SignatureFD's CTEV Position: Q3 2026 in Review

SignatureFD opened a new position in Claritev Corp (CTEV) in Q3 2026: 71 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #3248 among its holdings. This is a return to the name: SignatureFD previously reported a position in CTEV as recently as Q4 2025.

SignatureFD first reported a position in CTEV in Q3 2022 and has held it in 11 quarters since. The position peaked at $40.8K in Q1 2023. 11 funds tracked by Wall St. Rank hold CTEV as of Q3 2026.

SignatureFD held 71 shares of Claritev Corp worth $1.5K as of Q3 2026.
Claritev Corp was a new SignatureFD position in Q3 2026.
Claritev Corp made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3248 holding.
SignatureFD first reported a position in Claritev Corp in Q3 2022 and has held it in 11 quarters since.
SignatureFD's Claritev Corp position peaked at $40.8K in Q1 2023.
11 funds tracked by Wall St. Rank held Claritev Corp as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.