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Ameritas Investment Partners’s Climb Global Solutions CLMB Stock Holding History

Ameritas Investment Partners’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 		$30.1K Hold
1,296
– – ﹤0.01% 2551
2026
Q1 		$25.7K Hold
1,296
– – ﹤0.01% 2480
2025
Q4 		$33.3K Hold
1,296
– – ﹤0.01% 2381
2025
Q3 		$43.7K Sell
1,296
-464
-26% -$13.8K ﹤0.01% 2225
2025
Q2 		$47K Hold
1,760
– – ﹤0.01% 2224
2025
Q1 		$48.7K Hold
1,760
– – ﹤0.01% 2113
2024
Q4 		$55.8K Buy
1,760
+388
+28% +$11.5K ﹤0.01% 2114
2024
Q3 		$34.1K Hold
1,372
– – ﹤0.01% 2402
2024
Q2 		$21.5K Hold
1,372
– – ﹤0.01% 2579
2024
Q1 		$24.3K Hold
1,372
– – ﹤0.01% 2486
2023
Q4 		$18.8K Hold
1,372
– – ﹤0.01% 2602
2023
Q3 		$14.8K Hold
1,372
– – ﹤0.01% 2669
2023
Q2 		$16.4K Buy
+1,372
New +$16.7K ﹤0.01% 2662

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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

Ameritas Investment Partners's CLMB Position: Q2 2026 in Review

Ameritas Investment Partners held its Climb Global Solutions (CLMB) position steady in Q2 2026 at 1,296 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Ameritas Investment Partners first reported a position in CLMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $55.8K in Q4 2024. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Ameritas Investment Partners held 1,296 shares of Climb Global Solutions worth $30.1K as of Q2 2026.
  • Ameritas Investment Partners left its Climb Global Solutions share count unchanged in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2551 holding.
  • Ameritas Investment Partners first reported a position in Climb Global Solutions in Q2 2023 and has held it in 13 quarters since.
  • Ameritas Investment Partners's Climb Global Solutions position peaked at $55.8K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.