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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
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

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allworth Financial's CLMB Position: Q1 2026 in Review

Allworth Financial opened a new position in Climb Global Solutions (CLMB) in Q1 2026: 10 shares worth $194. The stake represents ﹤0.01% of the portfolio and ranks #4927 among its holdings. This is a return to the name: Allworth Financial previously reported a position in CLMB as recently as Q3 2025.

Allworth Financial first reported a position in CLMB in Q2 2025 and has held it in 3 quarters since. The position peaked at $734 in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Allworth Financial held 10 shares of Climb Global Solutions worth $194 as of Q1 2026.
  • Climb Global Solutions was a new Allworth Financial position in Q1 2026.
  • Climb Global Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4927 holding.
  • Allworth Financial first reported a position in Climb Global Solutions in Q2 2025 and has held it in 3 quarters since.
  • Allworth Financial's Climb Global Solutions position peaked at $734 in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.