Isthmus Partners’s Climb Global Solutions CLMB Stock Holding History

Isthmus Partners’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 Q3	$4.84M	Buy	150,545 +13,170	+10%	+$363K	0.46%	58
2026 Q2	$3.19M	Buy	137,375 +3,321	+2%	+$71.2K	0.31%	88
2026 Q1	$2.66M	Buy	134,054 +63,530	+90%	+$1.65M	0.28%	95
2025 Q4	$1.81M	Buy	+70,524	New	+$2.05M	0.2%	102

Other funds holding CLMB

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return

Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Isthmus Partners's CLMB Position: Q3 2026 in Review

Isthmus Partners increased its Climb Global Solutions (CLMB) stake by 9.6% in Q3 2026, buying an estimated $363K and bringing the position to 150,545 shares worth $4.84M. The position accounts for 0.46% of the portfolio, ranked #58.

Isthmus Partners first reported a position in CLMB in Q4 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

Isthmus Partners held 150,545 shares of Climb Global Solutions worth $4.84M as of Q3 2026.
Isthmus Partners bought 13,170 Climb Global Solutions shares in Q3 2026, an estimated $363K.
Climb Global Solutions made up 0.46% of Isthmus Partners's portfolio in Q3 2026, its #58 holding.
Isthmus Partners first reported a position in Climb Global Solutions in Q4 2025 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.