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SageView Advisory Group’s Climb Global Solutions CLMB Stock Holding History

SageView 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
2025
Q4 		$206 Buy
+8
New +$232 ﹤0.01% 2510

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

SageView Advisory Group's CLMB Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Climb Global Solutions (CLMB) in Q4 2025: 8 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #2510 among its holdings.

136 funds tracked by Wall St. Rank hold CLMB as of Q4 2025.

  • SageView Advisory Group held 8 shares of Climb Global Solutions worth $206 as of Q4 2025.
  • Climb Global Solutions was a new SageView Advisory Group position in Q4 2025.
  • Climb Global Solutions made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2510 holding.
  • 136 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.