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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
2026
Q1 		– Sell
-8
Closed -$206 – 938
2025
Q4 		$206 Buy
+8
New +$232 ﹤0.01% 2510

Other funds holding CLMB

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BlackRock New York $6.73T AUM 46.02% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $2.02B AUM 40.6% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SageView Advisory Group's CLMB Position: Q1 2026 in Review

SageView Advisory Group sold out of Climb Global Solutions (CLMB) in Q1 2026, closing a stake of 8 shares — an estimated $206 sold.

SageView Advisory Group first reported a position in CLMB in Q4 2025 and held it in 1 quarter. The position peaked at $206 in Q4 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • SageView Advisory Group reported no remaining Climb Global Solutions position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 8 Climb Global Solutions shares in Q1 2026, an estimated $206.
  • SageView Advisory Group first reported a position in Climb Global Solutions in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Climb Global Solutions position peaked at $206 in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.