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Jacobi Capital Management’s Climb Global Solutions CLMB Stock Holding History

Jacobi Capital Management’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 		$288K Sell
12,414
-45
-0.4% -$965 0.01% 567
2026
Q1 		$247K Buy
12,459
+4,479
+56% +$116K 0.01% 571
2025
Q4 		$205K Sell
7,980
-28
-0.3% -$813 0.01% 595
2025
Q3 		$270K Buy
8,008
+12
+0.2% +$356 0.02% 536
2025
Q2 		$214K Sell
7,996
-28
-0.3% -$739 0.01% 565
2025
Q1 		$222K Buy
8,024
+12
+0.1% +$370 0.02% 544
2024
Q4 		$254K Buy
+8,012
New +$238K 0.02% 512

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

Jacobi Capital Management's CLMB Position: Q2 2026 in Review

Jacobi Capital Management reduced its Climb Global Solutions (CLMB) stake by 0.36% in Q2 2026, selling an estimated $965 and leaving 12,414 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #567.

Jacobi Capital Management first reported a position in CLMB in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Jacobi Capital Management held 12,414 shares of Climb Global Solutions worth $288K as of Q2 2026.
  • Jacobi Capital Management sold 45 Climb Global Solutions shares in Q2 2026, an estimated $965.
  • Climb Global Solutions made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #567 holding.
  • Jacobi Capital Management first reported a position in Climb Global Solutions in Q4 2024 and has held it in 7 quarters since.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.