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Bard Associates’s Climb Global Solutions CLMB Stock Holding History

Bard Associates’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 		$4.19M Buy
180,561
+178,305
+7,904% +$3.82M 0.93% 35
2026
Q1 		$44.7K Buy
2,256
+108
+5% +$2.8K 0.01% 175
2025
Q4 		$55.2K Buy
+2,148
New +$62.3K 0.01% 143

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

Bard Associates's CLMB Position: Q2 2026 in Review

Bard Associates increased its Climb Global Solutions (CLMB) stake by 7,904% in Q2 2026, buying an estimated $3.82M and bringing the position to 180,561 shares worth $4.19M. The position accounts for 0.93% of the portfolio, ranked #35.

Bard Associates first reported a position in CLMB in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Bard Associates held 180,561 shares of Climb Global Solutions worth $4.19M as of Q2 2026.
  • Bard Associates bought 178,305 Climb Global Solutions shares in Q2 2026, an estimated $3.82M.
  • Climb Global Solutions made up 0.93% of Bard Associates's portfolio in Q2 2026, its #35 holding.
  • Bard Associates first reported a position in Climb Global Solutions in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.