Raymond James Financial
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Raymond James Financial’s Climb Global Solutions CLMB Stock Holding History

Raymond James Financial’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 		– Sell
-44,101
Closed -$1.02M – 5500
2026
Q2 		$1.02M Sell
44,101
-1,831
-4% -$39.3K ﹤0.01% 3976
2026
Q1 		$910K Sell
45,932
-3,532
-7% -$91.5K ﹤0.01% 3925
2025
Q4 		$1.27M Sell
49,464
-1,580
-3% -$45.9K ﹤0.01% 3626
2025
Q3 		$1.72M Buy
51,044
+268
+0.5% +$7.95K ﹤0.01% 3286
2025
Q2 		$1.36M Buy
50,776
+6,008
+13% +$159K ﹤0.01% 3370
2025
Q1 		$1.24M Sell
44,768
-960
-2% -$29.6K ﹤0.01% 3324
2024
Q4 		$1.45M Buy
+45,728
New +$1.36M ﹤0.01% 3196

Other funds holding CLMB

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De Lisle Partners
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Vanguard Capital Management
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Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Raymond James Financial's CLMB Position: Q3 2026 in Review

Raymond James Financial sold out of Climb Global Solutions (CLMB) in Q3 2026, closing a stake of 44,101 shares — an estimated $1.02M sold.

Raymond James Financial first reported a position in CLMB in Q4 2024 and held it in 7 quarters. The position peaked at $1.72M in Q3 2025. 100 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

  • Raymond James Financial reported no remaining Climb Global Solutions position as of Q3 2026 after selling out during the quarter.
  • Raymond James Financial sold 44,101 Climb Global Solutions shares in Q3 2026, an estimated $1.02M.
  • Raymond James Financial first reported a position in Climb Global Solutions in Q4 2024 and held it in 7 quarters.
  • Raymond James Financial's Climb Global Solutions position peaked at $1.72M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.