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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
Q2 		$278K Sell
11,961
-881
-7% -$18.9K ﹤0.01% 1647
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

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

Beacon Pointe Advisors's CLMB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Climb Global Solutions (CLMB) stake by 6.9% in Q2 2026, selling an estimated $18.9K and leaving 11,961 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Beacon Pointe Advisors first reported a position in CLMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $405K in Q3 2025. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Beacon Pointe Advisors held 11,961 shares of Climb Global Solutions worth $278K as of Q2 2026.
  • Beacon Pointe Advisors sold 881 Climb Global Solutions shares in Q2 2026, an estimated $18.9K.
  • Climb Global Solutions made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1647 holding.
  • Beacon Pointe Advisors first reported a position in Climb Global Solutions in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Climb Global Solutions position peaked at $405K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.