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Beacon Pointe Advisors’s Climb Global Solutions CLMB Stock Holding History

Beacon Pointe Advisors’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 		$255K Buy
12,842
+162
+1% +$4.2K ﹤0.01% 1626
2025
Q4 		$326K Buy
12,680
+656
+5% +$19K ﹤0.01% 1220
2025
Q3 		$405K Buy
+12,024
New +$357K ﹤0.01% 1086

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

Beacon Pointe Advisors's CLMB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Climb Global Solutions (CLMB) stake by 1.3% in Q1 2026, buying an estimated $4.2K and bringing the position to 12,842 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Beacon Pointe Advisors first reported a position in CLMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $405K in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Beacon Pointe Advisors held 12,842 shares of Climb Global Solutions worth $255K as of Q1 2026.
  • Beacon Pointe Advisors bought 162 Climb Global Solutions shares in Q1 2026, an estimated $4.2K.
  • Climb Global Solutions made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1626 holding.
  • Beacon Pointe Advisors first reported a position in Climb Global Solutions in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Climb Global Solutions position peaked at $405K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.