Costello Asset Management
CLMB icon

Costello Asset Management’s Climb Global Solutions CLMB Stock Holding History

Costello Asset Management’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
Q3 		$38.6K Hold
1,200
– – 0.01% 273
2026
Q2 		$27.9K Hold
1,200
– – 0.01% 352
2026
Q1 		$23.8K Buy
+1,200
New +$31.1K 0.01% 357

Other funds holding CLMB

Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Costello Asset Management's CLMB Position: Q3 2026 in Review

Costello Asset Management held its Climb Global Solutions (CLMB) position steady in Q3 2026 at 1,200 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #273.

Costello Asset Management first reported a position in CLMB in Q1 2026 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

  • Costello Asset Management held 1,200 shares of Climb Global Solutions worth $38.6K as of Q3 2026.
  • Costello Asset Management left its Climb Global Solutions share count unchanged in Q3 2026.
  • Climb Global Solutions made up 0.01% of Costello Asset Management's portfolio in Q3 2026, its #273 holding.
  • Costello Asset Management first reported a position in Climb Global Solutions in Q1 2026 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.