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Parkside Financial Bank & Trust’s Climb Global Solutions CLMB Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q2 		– Sell
-40
Closed -$1.1K – 2782
2025
Q1 		$1.1K Buy
+40
New +$1.24K ﹤0.01% 2072

Other funds holding CLMB

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return

Parkside Financial Bank & Trust's CLMB Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Climb Global Solutions (CLMB) in Q2 2025, closing a stake of 40 shares — an estimated $1.1K sold.

Parkside Financial Bank & Trust first reported a position in CLMB in Q1 2025 and held it in 1 quarter. The position peaked at $1.1K in Q1 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Climb Global Solutions position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 40 Climb Global Solutions shares in Q2 2025, an estimated $1.1K.
  • Parkside Financial Bank & Trust first reported a position in Climb Global Solutions in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Climb Global Solutions position peaked at $1.1K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.