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Pinnacle Wealth Management Advisory Group’s Climb Global Solutions CLMB Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$465K Buy
20,043
+5,587
+39% +$120K 0.03% 315
2026
Q1 		$287K Sell
14,456
-6,848
-32% -$177K 0.02% 425
2025
Q4 		$547K Buy
+21,304
New +$618K 0.04% 256

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 Wealth Management Advisory Group's CLMB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Climb Global Solutions (CLMB) stake by 39% in Q2 2026, buying an estimated $120K and bringing the position to 20,043 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #315.

Pinnacle Wealth Management Advisory Group first reported a position in CLMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 20,043 shares of Climb Global Solutions worth $465K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 5,587 Climb Global Solutions shares in Q2 2026, an estimated $120K.
  • Climb Global Solutions made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #315 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Climb Global Solutions in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Climb Global Solutions position peaked at $547K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.