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IFP Advisors’s Climb Global Solutions CLMB Stock Holding History

IFP 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 		$107K Buy
4,614
+1,476
+47% +$31.6K ﹤0.01% 1940
2026
Q1 		$62.2K Buy
3,138
+274
+10% +$7.1K ﹤0.01% 2131
2025
Q4 		$73.6K Buy
2,864
+256
+10% +$7.43K ﹤0.01% 1977
2025
Q3 		$87.9K Buy
2,608
+432
+20% +$12.8K ﹤0.01% 1763
2025
Q2 		$65.4K Buy
2,176
+1,408
+183% +$37.2K ﹤0.01% 1897
2025
Q1 		$21.3K Buy
768
+148
+24% +$4.57K ﹤0.01% 2267
2024
Q4 		$19.9K Buy
620
+392
+172% +$11.6K ﹤0.01% 2251
2024
Q3 		$5.67K Buy
+228
New +$4.56K ﹤0.01% 2624

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

IFP Advisors's CLMB Position: Q2 2026 in Review

IFP Advisors increased its Climb Global Solutions (CLMB) stake by 47% in Q2 2026, buying an estimated $31.6K and bringing the position to 4,614 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

IFP Advisors first reported a position in CLMB in Q3 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • IFP Advisors held 4,614 shares of Climb Global Solutions worth $107K as of Q2 2026.
  • IFP Advisors bought 1,476 Climb Global Solutions shares in Q2 2026, an estimated $31.6K.
  • Climb Global Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1940 holding.
  • IFP Advisors first reported a position in Climb Global Solutions in Q3 2024 and has held it in 8 quarters since.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.