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CSM Advisors’s Climb Global Solutions CLMB Stock Holding History

CSM 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 		$2.61M Sell
131,520
-940
-0.7% -$24.4K 0.06% 294
2025
Q4 		$3.4M Buy
132,460
+160
+0.1% +$4.64K 0.09% 235
2025
Q3 		$4.46M Sell
132,300
-4,480
-3% -$133K 0.12% 191
2025
Q2 		$3.65M Buy
+136,780
New +$3.61M 0.11% 228

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

CSM Advisors's CLMB Position: Q1 2026 in Review

CSM Advisors reduced its Climb Global Solutions (CLMB) stake by 0.71% in Q1 2026, selling an estimated $24.4K and leaving 131,520 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #294.

CSM Advisors first reported a position in CLMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.46M in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • CSM Advisors held 131,520 shares of Climb Global Solutions worth $2.61M as of Q1 2026.
  • CSM Advisors sold 940 Climb Global Solutions shares in Q1 2026, an estimated $24.4K.
  • Climb Global Solutions made up 0.06% of CSM Advisors's portfolio in Q1 2026, its #294 holding.
  • CSM Advisors first reported a position in Climb Global Solutions in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Climb Global Solutions position peaked at $4.46M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

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