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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
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

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

Jacobi Capital Management's CLMB Position: Q1 2026 in Review

Jacobi Capital Management increased its Climb Global Solutions (CLMB) stake by 56% in Q1 2026, buying an estimated $116K and bringing the position to 12,459 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #571.

Jacobi Capital Management first reported a position in CLMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $270K in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Jacobi Capital Management held 12,459 shares of Climb Global Solutions worth $247K as of Q1 2026.
  • Jacobi Capital Management bought 4,479 Climb Global Solutions shares in Q1 2026, an estimated $116K.
  • Climb Global Solutions made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #571 holding.
  • Jacobi Capital Management first reported a position in Climb Global Solutions in Q4 2024 and has held it in 6 quarters since.
  • Jacobi Capital Management's Climb Global Solutions position peaked at $270K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.