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Integrated Wealth Concepts’s Climb Global Solutions CLMB Stock Holding History

Integrated Wealth Concepts’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 		$93 Buy
+4
New +$86 ﹤0.01% 5812

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 53.78% 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

Integrated Wealth Concepts's CLMB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 4 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #5812 among its holdings.

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

  • Integrated Wealth Concepts held 4 shares of Climb Global Solutions worth $93 as of Q2 2026.
  • Climb Global Solutions was a new Integrated Wealth Concepts position in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5812 holding.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.