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Independent Advisor Alliance’s Climb Global Solutions CLMB Stock Holding History

Independent Advisor Alliance’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
2025
Q4 		– Sell
-44,512
Closed -$1.5M – 1014
2025
Q3 		$1.5M Buy
44,512
+192
+0.4% +$5.7K 0.04% 356
2025
Q2 		$1.18M Sell
44,320
-2,068
-4% -$54.6K 0.03% 376
2025
Q1 		$1.28M Buy
+46,388
New +$1.43M 0.04% 329

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Independent Advisor Alliance's CLMB Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Climb Global Solutions (CLMB) in Q4 2025, closing a stake of 44,512 shares — an estimated $1.5M sold.

Independent Advisor Alliance first reported a position in CLMB in Q1 2025 and held it in 3 quarters. The position peaked at $1.5M in Q3 2025. 136 funds tracked by Wall St. Rank hold CLMB as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Climb Global Solutions position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 44,512 Climb Global Solutions shares in Q4 2025, an estimated $1.5M.
  • Independent Advisor Alliance first reported a position in Climb Global Solutions in Q1 2025 and held it in 3 quarters.
  • Independent Advisor Alliance's Climb Global Solutions position peaked at $1.5M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.