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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
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

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IFP Advisors's CLMB Position: Q1 2026 in Review

IFP Advisors increased its Climb Global Solutions (CLMB) stake by 9.6% in Q1 2026, buying an estimated $7.1K and bringing the position to 3,138 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

IFP Advisors first reported a position in CLMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $87.9K in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • IFP Advisors held 3,138 shares of Climb Global Solutions worth $62.2K as of Q1 2026.
  • IFP Advisors bought 274 Climb Global Solutions shares in Q1 2026, an estimated $7.1K.
  • Climb Global Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2131 holding.
  • IFP Advisors first reported a position in Climb Global Solutions in Q3 2024 and has held it in 7 quarters since.
  • IFP Advisors's Climb Global Solutions position peaked at $87.9K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.