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
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

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

Janney Montgomery Scott's CLMB Position: Q1 2026 in Review

Janney Montgomery Scott increased its Climb Global Solutions (CLMB) stake by 1.9% in Q1 2026, buying an estimated $38.3K and bringing the position to 79,185 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Janney Montgomery Scott first reported a position in CLMB in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q4 2024. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Janney Montgomery Scott held 79,185 shares of Climb Global Solutions worth $1.57M as of Q1 2026.
  • Janney Montgomery Scott bought 1,477 Climb Global Solutions shares in Q1 2026, an estimated $38.3K.
  • Climb Global Solutions made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1404 holding.
  • Janney Montgomery Scott first reported a position in Climb Global Solutions in Q3 2022 and has held it in 15 quarters since.
  • Janney Montgomery Scott's Climb Global Solutions position peaked at $2.8M in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.