Janney Montgomery Scott
CLMB icon

Janney Montgomery Scott’s Climb Global Solutions CLMB Stock Holding History

Janney Montgomery Scott’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 		$1.83M Sell
78,691
-494
-0.6% -$10.6K ﹤0.01% 1536
2026
Q1 		$1.57M Buy
79,185
+1,477
+2% +$38.3K ﹤0.01% 1404
2025
Q4 		$2M Sell
77,708
-2,504
-3% -$72.7K ﹤0.01% 1334
2025
Q3 		$2.7M Buy
80,212
+112
+0.1% +$3.32K 0.01% 1176
2025
Q2 		$2.14M Buy
80,100
+56
+0.1% +$1.48K 0.01% 1180
2025
Q1 		$2.22M Sell
80,044
-8,296
-9% -$256K 0.01% 1116
2024
Q4 		$2.8M Sell
88,340
-3,780
-4% -$112K 0.01% 1013
2024
Q3 		$2.29M Buy
92,120
+13,852
+18% +$277K 0.01% 1076
2024
Q2 		$1.23M Buy
78,268
+2,740
+4% +$41.5K ﹤0.01% 1332
2024
Q1 		$1.34M Buy
75,528
+5,292
+8% +$79.6K ﹤0.01% 1357
2023
Q4 		$963K Buy
70,236
+11,344
+19% +$136K ﹤0.01% 1471
2023
Q3 		$633K Buy
58,892
+12,964
+28% +$143K ﹤0.01% 1617
2023
Q2 		$550K Buy
45,928
+3,380
+8% +$41.2K ﹤0.01% 1790
2023
Q1 		$567K Buy
42,548
+5,212
+14% +$54.2K ﹤0.01% 1643
2022
Q4 		$294K Buy
37,336
+2,064
+6% +$16.2K ﹤0.01% 2144
2022
Q3 		$237K Buy
+35,272
New +$264K ﹤0.01% 2170

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

Janney Montgomery Scott's CLMB Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Climb Global Solutions (CLMB) stake by 0.62% in Q2 2026, selling an estimated $10.6K and leaving 78,691 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Janney Montgomery Scott first reported a position in CLMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.8M in Q4 2024. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Janney Montgomery Scott held 78,691 shares of Climb Global Solutions worth $1.83M as of Q2 2026.
  • Janney Montgomery Scott sold 494 Climb Global Solutions shares in Q2 2026, an estimated $10.6K.
  • Climb Global Solutions made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1536 holding.
  • Janney Montgomery Scott first reported a position in Climb Global Solutions in Q3 2022 and has held it in 16 quarters since.
  • Janney Montgomery Scott's Climb Global Solutions position peaked at $2.8M in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.