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Financial Advisors Network’s Climb Global Solutions CLMB Stock Holding History

Financial Advisors Network’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 		$1.06M Sell
45,685
-34,311
-43% -$736K 0.13% 76
2026
Q1 		$1.59M Sell
79,996
-4
-0% -$104 0.22% 65
2025
Q4 		$2.06M Hold
80,000
– – 0.28% 61
2025
Q3 		$2.7M Buy
+80,000
New +$2.37M 0.38% 50

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

Financial Advisors Network's CLMB Position: Q2 2026 in Review

Financial Advisors Network reduced its Climb Global Solutions (CLMB) stake by 43% in Q2 2026, selling an estimated $736K and leaving 45,685 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #76.

Financial Advisors Network first reported a position in CLMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.7M in Q3 2025. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Financial Advisors Network held 45,685 shares of Climb Global Solutions worth $1.06M as of Q2 2026.
  • Financial Advisors Network sold 34,311 Climb Global Solutions shares in Q2 2026, an estimated $736K.
  • Climb Global Solutions made up 0.13% of Financial Advisors Network's portfolio in Q2 2026, its #76 holding.
  • Financial Advisors Network first reported a position in Climb Global Solutions in Q3 2025 and has held it in 4 quarters since.
  • Financial Advisors Network's Climb Global Solutions position peaked at $2.7M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

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