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Catalyst Capital Advisors’s Climb Global Solutions CLMB Stock Holding History

Catalyst Capital 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 		$22.3K Sell
960
-2,400
-71% -$51.5K ﹤0.01% 334
2026
Q1 		$66.6K Sell
3,360
-15,160
-82% -$393K ﹤0.01% 278
2025
Q4 		$476K Hold
18,520
– – 0.01% 180
2025
Q3 		$624K Buy
18,520
+5,920
+47% +$176K 0.01% 166
2025
Q2 		$337K Hold
12,600
– – 0.01% 204
2025
Q1 		$349K Buy
+12,600
New +$389K 0.01% 202

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

Catalyst Capital Advisors's CLMB Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its Climb Global Solutions (CLMB) stake by 71% in Q2 2026, selling an estimated $51.5K and leaving 960 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Catalyst Capital Advisors first reported a position in CLMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $624K in Q3 2025. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Catalyst Capital Advisors held 960 shares of Climb Global Solutions worth $22.3K as of Q2 2026.
  • Catalyst Capital Advisors sold 2,400 Climb Global Solutions shares in Q2 2026, an estimated $51.5K.
  • Climb Global Solutions made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #334 holding.
  • Catalyst Capital Advisors first reported a position in Climb Global Solutions in Q1 2025 and has held it in 6 quarters since.
  • Catalyst Capital Advisors's Climb Global Solutions position peaked at $624K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.