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Sierra Summit Advisors’s Climb Global Solutions CLMB Stock Holding History

Sierra Summit Advisors’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 Buy
+43,997
New +$943K 0.11% 130
2025
Q2 		– Sell
-20,004
Closed -$554K – 183
2025
Q1 		$554K Buy
+20,004
New +$618K 0.12% 141

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

Sierra Summit Advisors's CLMB Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 43,997 shares worth $1.02M. The stake represents 0.11% of the portfolio and ranks #130 among its holdings. This is a return to the name: Sierra Summit Advisors previously reported a position in CLMB as recently as Q1 2025.

Sierra Summit Advisors first reported a position in CLMB in Q1 2025 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Sierra Summit Advisors held 43,997 shares of Climb Global Solutions worth $1.02M as of Q2 2026.
  • Climb Global Solutions was a new Sierra Summit Advisors position in Q2 2026.
  • Climb Global Solutions made up 0.11% of Sierra Summit Advisors's portfolio in Q2 2026, its #130 holding.
  • Sierra Summit Advisors first reported a position in Climb Global Solutions in Q1 2025 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.