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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
Q2 		– Sell
-131,520
Closed -$2.61M – 412
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

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

CSM Advisors's CLMB Position: Q2 2026 in Review

CSM Advisors sold out of Climb Global Solutions (CLMB) in Q2 2026, closing a stake of 131,520 shares — an estimated $2.61M sold.

CSM Advisors first reported a position in CLMB in Q2 2025 and held it in 4 quarters. The position peaked at $4.46M in Q3 2025. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • CSM Advisors reported no remaining Climb Global Solutions position as of Q2 2026 after selling out during the quarter.
  • CSM Advisors sold 131,520 Climb Global Solutions shares in Q2 2026, an estimated $2.61M.
  • CSM Advisors first reported a position in Climb Global Solutions in Q2 2025 and held it in 4 quarters.
  • CSM Advisors's Climb Global Solutions position peaked at $4.46M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.