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Pinnacle Associates’s Climb Global Solutions CLMB Stock Holding History

Pinnacle Associates’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 		$2.46M Buy
105,832
+41,088
+63% +$881K 0.03% 387
2026
Q1 		$1.28M Buy
64,744
+8,704
+16% +$226K 0.02% 476
2025
Q4 		$1.44M Buy
56,040
+5,344
+11% +$155K 0.02% 452
2025
Q3 		$1.71M Sell
50,696
-9,288
-15% -$276K 0.02% 418
2025
Q2 		$1.6M Buy
59,984
+8,900
+17% +$235K 0.02% 417
2025
Q1 		$1.41M Sell
51,084
-508
-1% -$15.7K 0.02% 430
2024
Q4 		$1.63M Sell
51,592
-21,292
-29% -$633K 0.02% 400
2024
Q3 		$999K Buy
72,884
+29,192
+67% +$584K 0.02% 474
2024
Q2 		$686K Sell
43,692
-20,000
-31% -$303K 0.01% 528
2024
Q1 		$1.13M Sell
63,692
-9,192
-13% -$138K 0.02% 462
2023
Q4 		$999K Buy
72,884
+1,032
+1% +$12.3K 0.02% 482
2023
Q3 		$773K Buy
+71,852
New +$793K 0.01% 491

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

Pinnacle Associates's CLMB Position: Q2 2026 in Review

Pinnacle Associates increased its Climb Global Solutions (CLMB) stake by 63% in Q2 2026, buying an estimated $881K and bringing the position to 105,832 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #387.

Pinnacle Associates first reported a position in CLMB in Q3 2023 and has held it in 12 quarters since. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Pinnacle Associates held 105,832 shares of Climb Global Solutions worth $2.46M as of Q2 2026.
  • Pinnacle Associates bought 41,088 Climb Global Solutions shares in Q2 2026, an estimated $881K.
  • Climb Global Solutions made up 0.03% of Pinnacle Associates's portfolio in Q2 2026, its #387 holding.
  • Pinnacle Associates first reported a position in Climb Global Solutions in Q3 2023 and has held it in 12 quarters since.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.