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 Q2	$1.32M	Sell	56,800 -3,912	-6%	-$83.9K	﹤0.01%	4161
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

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

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 Malvern, Pennsylvania $4.68T AUM

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's CLMB Position: Q2 2026 in Review

LPL Financial reduced its Climb Global Solutions (CLMB) stake by 6.4% in Q2 2026, selling an estimated $83.9K and leaving 56,800 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #4161.

LPL Financial first reported a position in CLMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

LPL Financial held 56,800 shares of Climb Global Solutions worth $1.32M as of Q2 2026.
LPL Financial sold 3,912 Climb Global Solutions shares in Q2 2026, an estimated $83.9K.
Climb Global Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4161 holding.
LPL Financial first reported a position in Climb Global Solutions in Q4 2024 and has held it in 7 quarters since.
LPL Financial's Climb Global Solutions position peaked at $1.37M in Q3 2025.
132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.