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
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

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

Raymond James Financial's CLMB Position: Q2 2026 in Review

Raymond James Financial reduced its Climb Global Solutions (CLMB) stake by 4% in Q2 2026, selling an estimated $39.3K and leaving 44,101 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3976.

Raymond James Financial first reported a position in CLMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Raymond James Financial held 44,101 shares of Climb Global Solutions worth $1.02M as of Q2 2026.
  • Raymond James Financial sold 1,831 Climb Global Solutions shares in Q2 2026, an estimated $39.3K.
  • Climb Global Solutions made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3976 holding.
  • Raymond James Financial first reported a position in Climb Global Solutions in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Climb Global Solutions position peaked at $1.72M in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.