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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
2025
Q2 		– Sell
-20,004
Closed -$554K – 183
2025
Q1 		$554K Buy
+20,004
New +$618K 0.12% 141

Other funds holding CLMB

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WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return

Sierra Summit Advisors's CLMB Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Climb Global Solutions (CLMB) in Q2 2025, closing a stake of 20,004 shares — an estimated $554K sold.

Sierra Summit Advisors first reported a position in CLMB in Q1 2025 and held it in 1 quarter. The position peaked at $554K in Q1 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Climb Global Solutions position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 20,004 Climb Global Solutions shares in Q2 2025, an estimated $554K.
  • Sierra Summit Advisors first reported a position in Climb Global Solutions in Q1 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Climb Global Solutions position peaked at $554K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.