Hughes Financial Services’s Climb Global Solutions CLMB Stock Holding History

Hughes Financial Services’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	$23	Buy	+1	New	+$21	﹤0.01%	1741

Other funds holding CLMB

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

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

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

Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Hughes Financial Services's CLMB Position: Q2 2026 in Review

Hughes Financial Services opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 1 share worth $23. The stake represents ﹤0.01% of the portfolio and ranks #1741 among its holdings.

20 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

Hughes Financial Services held 1 share of Climb Global Solutions worth $23 as of Q2 2026.
Climb Global Solutions was a new Hughes Financial Services position in Q2 2026.
Climb Global Solutions made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1741 holding.
20 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.