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Kestra Advisory Services’s Climb Global Solutions CLMB Stock Holding History

Kestra Advisory Services’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 		– Sell
-4,280
Closed -$110K – 3336
2025
Q4 		$110K Buy
+4,280
New +$124K ﹤0.01% 3352

Other funds holding CLMB

WHG
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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

Kestra Advisory Services's CLMB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Climb Global Solutions (CLMB) in Q1 2026, closing a stake of 4,280 shares — an estimated $110K sold.

Kestra Advisory Services first reported a position in CLMB in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Kestra Advisory Services reported no remaining Climb Global Solutions position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,280 Climb Global Solutions shares in Q1 2026, an estimated $110K.
  • Kestra Advisory Services first reported a position in Climb Global Solutions in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Climb Global Solutions position peaked at $110K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.