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SBI Securities’s Climb Global Solutions CLMB Stock Holding History

SBI Securities’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 		$2.76K Buy
119
+11
+10% +$236 ﹤0.01% 2441
2026
Q1 		$2.14K Buy
108
+40
+59% +$1.04K ﹤0.01% 2402
2025
Q4 		$1.75K Sell
68
-36
-35% -$1.04K ﹤0.01% 2439
2025
Q3 		$3.51K Sell
104
-8
-7% -$237 ﹤0.01% 2199
2025
Q2 		$2.99K Hold
112
– – ﹤0.01% 2227
2025
Q1 		$3.1K Hold
112
– – ﹤0.01% 2099
2024
Q4 		$3.55K Buy
+112
New +$3.33K ﹤0.01% 2058

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

SBI Securities's CLMB Position: Q2 2026 in Review

SBI Securities increased its Climb Global Solutions (CLMB) stake by 10% in Q2 2026, buying an estimated $236 and bringing the position to 119 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

SBI Securities first reported a position in CLMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.55K in Q4 2024. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • SBI Securities held 119 shares of Climb Global Solutions worth $2.76K as of Q2 2026.
  • SBI Securities bought 11 Climb Global Solutions shares in Q2 2026, an estimated $236.
  • Climb Global Solutions made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2441 holding.
  • SBI Securities first reported a position in Climb Global Solutions in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Climb Global Solutions position peaked at $3.55K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.