Allworth Financial
CLMB icon

Allworth Financial’s Climb Global Solutions CLMB Stock Holding History

Allworth Financial’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
Q3 		$250 Buy
11
+2
+22% +$55 ﹤0.01% 5042
2026
Q2 		$209 Sell
9
-1
-10% -$21 ﹤0.01% 4952
2026
Q1 		$194 Buy
+10
New +$259 ﹤0.01% 4927
2025
Q4 		– Sell
-20
Closed -$580 – 4848
2025
Q3 		$734 Hold
20
– – ﹤0.01% 4339
2025
Q2 		$582 Buy
+20
New +$528 ﹤0.01% 4097

Other funds holding CLMB

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Allworth Financial's CLMB Position: Q3 2026 in Review

Allworth Financial increased its Climb Global Solutions (CLMB) stake by 22% in Q3 2026, buying an estimated $55 and bringing the position to 11 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #5042.

Allworth Financial first reported a position in CLMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $734 in Q3 2025. 53 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

  • Allworth Financial held 11 shares of Climb Global Solutions worth $250 as of Q3 2026.
  • Allworth Financial bought 2 Climb Global Solutions shares in Q3 2026, an estimated $55.
  • Climb Global Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #5042 holding.
  • Allworth Financial first reported a position in Climb Global Solutions in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Climb Global Solutions position peaked at $734 in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.