Farther Finance Advisors’s Climb Global Solutions CLMB Stock Holding History

Farther Finance 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	$108K	Sell	4,646 -350	-7%	-$7.5K	﹤0.01%	2655
2026 Q1	$101K	Buy	+4,996	New	+$129K	﹤0.01%	2499

Other funds holding CLMB

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Farther Finance Advisors's CLMB Position: Q2 2026 in Review

Farther Finance Advisors reduced its Climb Global Solutions (CLMB) stake by 7% in Q2 2026, selling an estimated $7.5K and leaving 4,646 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Farther Finance Advisors first reported a position in CLMB in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

Farther Finance Advisors held 4,646 shares of Climb Global Solutions worth $108K as of Q2 2026.
Farther Finance Advisors sold 350 Climb Global Solutions shares in Q2 2026, an estimated $7.5K.
Climb Global Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2655 holding.
Farther Finance Advisors first reported a position in Climb Global Solutions in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.