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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
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

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

Allworth Financial's CLMB Position: Q2 2026 in Review

Allworth Financial reduced its Climb Global Solutions (CLMB) stake by 10% in Q2 2026, selling an estimated $21 and leaving 9 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #4952.

Allworth Financial first reported a position in CLMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $734 in Q3 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Allworth Financial held 9 shares of Climb Global Solutions worth $209 as of Q2 2026.
  • Allworth Financial sold 1 Climb Global Solutions share in Q2 2026, an estimated $21.
  • Climb Global Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4952 holding.
  • Allworth Financial first reported a position in Climb Global Solutions in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Climb Global Solutions position peaked at $734 in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.