Nisa Investment Advisors
CLMB icon

Nisa Investment Advisors’s Climb Global Solutions CLMB Stock Holding History

Nisa Investment Advisors’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 		$1.02K Hold
44
– – ﹤0.01% 2846
2026
Q1 		$872 Sell
44
-16
-27% -$415 ﹤0.01% 2770
2025
Q4 		$1.54K Buy
60
+8
+15% +$232 ﹤0.01% 2650
2025
Q3 		$1.75K Hold
52
– – ﹤0.01% 2645
2025
Q2 		$1.39K Buy
52
+8
+18% +$211 ﹤0.01% 2679
2025
Q1 		$1.22K Hold
44
– – ﹤0.01% 2585
2024
Q4 		$1.39K Hold
44
– – ﹤0.01% 2591
2024
Q3 		$1.09K Buy
44
+36
+450% +$720 ﹤0.01% 2554
2024
Q2 		$126 Buy
+8
New +$121 ﹤0.01% 2861

Other funds holding CLMB

BlackRock
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
AC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nisa Investment Advisors's CLMB Position: Q2 2026 in Review

Nisa Investment Advisors held its Climb Global Solutions (CLMB) position steady in Q2 2026 at 44 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

Nisa Investment Advisors first reported a position in CLMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.75K in Q3 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Nisa Investment Advisors held 44 shares of Climb Global Solutions worth $1.02K as of Q2 2026.
  • Nisa Investment Advisors left its Climb Global Solutions share count unchanged in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2846 holding.
  • Nisa Investment Advisors first reported a position in Climb Global Solutions in Q2 2024 and has held it in 9 quarters since.
  • Nisa Investment Advisors's Climb Global Solutions position peaked at $1.75K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.