LPL Financial
CLMB icon

LPL Financial’s Climb Global Solutions CLMB Stock Holding History

LPL Financial’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 		$1.2M Buy
60,712
+17,144
+39% +$444K ﹤0.01% 4014
2025
Q4 		$1.12M Buy
43,568
+2,980
+7% +$86.5K ﹤0.01% 3952
2025
Q3 		$1.37M Buy
40,588
+4,016
+11% +$119K ﹤0.01% 3686
2025
Q2 		$977K Buy
36,572
+96
+0.3% +$2.53K ﹤0.01% 3781
2025
Q1 		$1.01M Buy
36,476
+1,984
+6% +$61.3K ﹤0.01% 3555
2024
Q4 		$1.09M Buy
+34,492
New +$1.02M ﹤0.01% 3422

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

LPL Financial's CLMB Position: Q1 2026 in Review

LPL Financial increased its Climb Global Solutions (CLMB) stake by 39% in Q1 2026, buying an estimated $444K and bringing the position to 60,712 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4014.

LPL Financial first reported a position in CLMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • LPL Financial held 60,712 shares of Climb Global Solutions worth $1.2M as of Q1 2026.
  • LPL Financial bought 17,144 Climb Global Solutions shares in Q1 2026, an estimated $444K.
  • Climb Global Solutions made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4014 holding.
  • LPL Financial first reported a position in Climb Global Solutions in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's Climb Global Solutions position peaked at $1.37M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.