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Advisory Services Network’s Climb Global Solutions CLMB Stock Holding History

Advisory Services Network’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-216
Closed -$4.28K – 2610
2026
Q1 		$4.28K Buy
+216
New +$5.6K ﹤0.01% 3914

Other funds holding CLMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's CLMB Position: Q2 2026 in Review

Advisory Services Network sold out of Climb Global Solutions (CLMB) in Q2 2026, closing a stake of 216 shares — an estimated $4.28K sold.

Advisory Services Network first reported a position in CLMB in Q1 2026 and held it in 1 quarter. The position peaked at $4.28K in Q1 2026. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Advisory Services Network reported no remaining Climb Global Solutions position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 216 Climb Global Solutions shares in Q2 2026, an estimated $4.28K.
  • Advisory Services Network first reported a position in Climb Global Solutions in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's Climb Global Solutions position peaked at $4.28K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.