Jones Financial Companies
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Jones Financial Companies’s Climb Global Solutions CLMB Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-68
Closed -$1.76K – 4252
2025
Q2 		$1.76K Buy
+68
New +$1.79K ﹤0.01% 3501

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Jones Financial Companies's CLMB Position: Q3 2025 in Review

Jones Financial Companies sold out of Climb Global Solutions (CLMB) in Q3 2025, closing a stake of 68 shares — an estimated $1.76K sold.

Jones Financial Companies first reported a position in CLMB in Q2 2025 and held it in 1 quarter. The position peaked at $1.76K in Q2 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q3 2025.

  • Jones Financial Companies reported no remaining Climb Global Solutions position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 68 Climb Global Solutions shares in Q3 2025, an estimated $1.76K.
  • Jones Financial Companies first reported a position in Climb Global Solutions in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Climb Global Solutions position peaked at $1.76K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.