EverSource Wealth Advisors’s Climb Bio CLYM Stock Holding History

EverSource Wealth Advisors’s Portfolio CLYM Stock Details CLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$613	Buy	+47	New	+$485	﹤0.01%	4086
2025 Q4	–	Sell	-224	Closed	-$450	–	4488
2025 Q3	$450	Buy	224 +173	+339%	+$321	﹤0.01%	3976
2025 Q2	$63	Buy	51 +42	+467%	+$52	﹤0.01%	4173
2025 Q1	$11	Buy	+9	New	+$15	﹤0.01%	3989

Other funds holding CLYM

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

EverSource Wealth Advisors's CLYM Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Climb Bio (CLYM) in Q2 2026: 47 shares worth $613. The stake represents ﹤0.01% of the portfolio and ranks #4086 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in CLYM as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in CLYM in Q1 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold CLYM as of Q2 2026.

EverSource Wealth Advisors held 47 shares of Climb Bio worth $613 as of Q2 2026.
Climb Bio was a new EverSource Wealth Advisors position in Q2 2026.
Climb Bio made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4086 holding.
EverSource Wealth Advisors first reported a position in Climb Bio in Q1 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Climb Bio as of Q2 2026.

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