LPL Financial
CLYM

LPL Financial’s Climb Bio CLYM Stock Holding History

LPL Financial’s Portfolio CLYM Stock Details CLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667K Sell
51,174
-9,205
-15% -$95.1K ﹤0.01% 4773
2026
Q1 		$414K Sell
60,379
-1,621
-3% -$9.35K ﹤0.01% 4933
2025
Q4 		$248K Buy
62,000
+1,000
+2% +$2.4K ﹤0.01% 5295
2025
Q3 		$123K Buy
+61,000
New +$113K ﹤0.01% 5466

Other funds holding CLYM

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LPL Financial's CLYM Position: Q2 2026 in Review

LPL Financial reduced its Climb Bio (CLYM) stake by 15% in Q2 2026, selling an estimated $95.1K and leaving 51,174 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #4773.

LPL Financial first reported a position in CLYM in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold CLYM as of Q2 2026.

  • LPL Financial held 51,174 shares of Climb Bio worth $667K as of Q2 2026.
  • LPL Financial sold 9,205 Climb Bio shares in Q2 2026, an estimated $95.1K.
  • Climb Bio made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4773 holding.
  • LPL Financial first reported a position in Climb Bio in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Climb Bio as of Q2 2026.

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