Bank of America
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Bank of America’s Climb Global Solutions CLMB Stock Holding History

Bank of America’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 		$349K Sell
17,627
-1,869
-10% -$48.4K ﹤0.01% 5078
2025
Q4 		$501K Sell
19,496
-4,516
-19% -$131K ﹤0.01% 4916
2025
Q3 		$809K Buy
24,012
+5,144
+27% +$153K ﹤0.01% 5466
2025
Q2 		$504K Buy
18,868
+3,516
+23% +$92.8K ﹤0.01% 5702
2025
Q1 		$425K Sell
15,352
-1,244
-7% -$38.4K ﹤0.01% 5746
2024
Q4 		$526K Buy
16,596
+4,748
+40% +$141K ﹤0.01% 5494
2024
Q3 		$295K Sell
11,848
-2,276
-16% -$45.5K ﹤0.01% 5822
2024
Q2 		$222K Buy
14,124
+2,328
+20% +$35.3K ﹤0.01% 5826
2024
Q1 		$209K Sell
11,796
-20,212
-63% -$304K ﹤0.01% 5867
2023
Q4 		$439K Buy
32,008
+6,448
+25% +$77.1K ﹤0.01% 5586
2023
Q3 		$275K Buy
25,560
+9,456
+59% +$104K ﹤0.01% 5713
2023
Q2 		$193K Buy
16,104
+12,856
+396% +$157K ﹤0.01% 5856
2023
Q1 		$43.3K Buy
3,248
+3,232
+20,200% +$33.6K ﹤0.01% 6549
2022
Q4 		$126 Buy
+16
New +$125 ﹤0.01% 7628
2022
Q1 		– Sell
-36
Closed – – 8300
2021
Q4 		$0 Sell
36
-2,256
-98% -$17.1K ﹤0.01% 8254
2021
Q3 		$15K Buy
2,292
+2,228
+3,481% +$15.1K ﹤0.01% 7468
2021
Q2 		$0 Sell
64
-4
-6% -$26 ﹤0.01% 7779
2021
Q1 		$0 Buy
+68
New +$363 ﹤0.01% 7447
2020
Q2 		– Sell
-88
Closed – – 6848
2020
Q1 		$0 Buy
+88
New +$335 ﹤0.01% 6882
2019
Q4 		– Sell
-35,088
Closed -$131K – 7109
2019
Q3 		$131K Sell
35,088
-126,828
-78% -$413K ﹤0.01% 5910
2019
Q2 		$457K Sell
161,916
-19,888
-11% -$58.5K ﹤0.01% 5128
2019
Q1 		$507K Sell
181,804
-4,204
-2% -$11.5K ﹤0.01% 5005
2018
Q4 		$465K Sell
186,008
-2,948
-2% -$8.73K ﹤0.01% 4984
2018
Q3 		$609K Buy
188,956
+1,144
+0.6% +$3.66K ﹤0.01% 4810
2018
Q2 		$660K Sell
187,812
-1,936
-1% -$6.68K ﹤0.01% 4734
2018
Q1 		$618K Sell
189,748
-6,180
-3% -$22K ﹤0.01% 4687
2017
Q4 		$818K Sell
195,928
-860
-0.4% -$3.21K ﹤0.01% 4613
2017
Q3 		$668K Buy
196,788
+640
+0.3% +$2.56K ﹤0.01% 4787
2017
Q2 		$949K Sell
196,148
-4,912
-2% -$24.2K ﹤0.01% 4469
2017
Q1 		$945K Sell
201,060
-19,956
-9% -$90.1K ﹤0.01% 4459
2016
Q4 		$1.03M Sell
221,016
-796
-0.4% -$3.5K ﹤0.01% 4310
2016
Q3 		$984K Buy
221,812
+26,536
+14% +$118K ﹤0.01% 4178
2016
Q2 		$882K Buy
195,276
+900
+0.5% +$3.91K ﹤0.01% 4267
2016
Q1 		$831K Sell
194,376
-2,304
-1% -$10.1K ﹤0.01% 4230
2015
Q4 		$902K Sell
196,680
-2,704
-1% -$12.3K ﹤0.01% 4438
2015
Q3 		$848K Buy
199,384
+184,144
+1,208% +$840K ﹤0.01% 4448
2015
Q2 		$76K Buy
+15,240
New +$69.9K ﹤0.01% 5742
2014
Q1 		– Sell
-8
Closed – – 7810
2013
Q4 		$0 Buy
+8
New +$26 ﹤0.01% 7903
2013
Q3 		– Sell
-28
Closed – – 7880
2013
Q2 		$0 Buy
+28
New +$82 ﹤0.01% 7686

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

Bank of America's CLMB Position: Q1 2026 in Review

Bank of America reduced its Climb Global Solutions (CLMB) stake by 9.6% in Q1 2026, selling an estimated $48.4K and leaving 17,627 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #5078.

Bank of America first reported a position in CLMB in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.03M in Q4 2016. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Bank of America held 17,627 shares of Climb Global Solutions worth $349K as of Q1 2026.
  • Bank of America sold 1,869 Climb Global Solutions shares in Q1 2026, an estimated $48.4K.
  • Climb Global Solutions made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5078 holding.
  • Bank of America first reported a position in Climb Global Solutions in Q2 2013 and has held it in 39 quarters since.
  • Bank of America's Climb Global Solutions position peaked at $1.03M in Q4 2016.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.