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
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

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Raymond James Financial's CLMB Position: Q1 2026 in Review

Raymond James Financial reduced its Climb Global Solutions (CLMB) stake by 7.1% in Q1 2026, selling an estimated $91.5K and leaving 45,932 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #3925.

Raymond James Financial first reported a position in CLMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Raymond James Financial held 45,932 shares of Climb Global Solutions worth $910K as of Q1 2026.
  • Raymond James Financial sold 3,532 Climb Global Solutions shares in Q1 2026, an estimated $91.5K.
  • Climb Global Solutions made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3925 holding.
  • Raymond James Financial first reported a position in Climb Global Solutions in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Climb Global Solutions position peaked at $1.72M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.