Parallel Advisors
CLMB icon

Parallel Advisors’s Climb Global Solutions CLMB Stock Holding History

Parallel 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
Q3 		$2.63K Buy
82
+77
+1,540% +$2.12K ﹤0.01% 3565
2026
Q2 		$116 Sell
5
-152
-97% -$3.26K ﹤0.01% 3876
2026
Q1 		$3.11K Buy
+157
New +$4.07K ﹤0.01% 3213

Other funds holding CLMB

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Albert D. Mason Inc
Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return
Peterson Wealth Services
Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Parallel Advisors's CLMB Position: Q3 2026 in Review

Parallel Advisors increased its Climb Global Solutions (CLMB) stake by 1,540% in Q3 2026, buying an estimated $2.12K and bringing the position to 82 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3565.

Parallel Advisors first reported a position in CLMB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.11K in Q1 2026. 36 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

  • Parallel Advisors held 82 shares of Climb Global Solutions worth $2.63K as of Q3 2026.
  • Parallel Advisors bought 77 Climb Global Solutions shares in Q3 2026, an estimated $2.12K.
  • Climb Global Solutions made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3565 holding.
  • Parallel Advisors first reported a position in Climb Global Solutions in Q1 2026 and has held it in 3 quarters since.
  • Parallel Advisors's Climb Global Solutions position peaked at $3.11K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.