SignatureFD’s Climb Global Solutions CLMB Stock Holding History

SignatureFD’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 Q3	$13.4K	Sell	416 -320	-43%	-$8.83K	﹤0.01%	2602
2026 Q2	$17.1K	Buy	736 +274	+59%	+$5.88K	﹤0.01%	2419
2026 Q1	$9.16K	Sell	462 -138	-23%	-$3.58K	﹤0.01%	2557
2025 Q4	$15.4K	Sell	600 -4	-0.7%	-$116	﹤0.01%	2239
2025 Q3	$20.4K	Buy	604 +4	+0.7%	+$119	﹤0.01%	2107
2025 Q2	$16K	Buy	600 +60	+11%	+$1.58K	﹤0.01%	2159
2025 Q1	$15K	Sell	540 -464	-46%	-$14.3K	﹤0.01%	2197
2024 Q4	$31.8K	Hold	1,004	–	–	﹤0.01%	1820
2024 Q3	$25K	Buy	1,004 +12	+1%	+$240	﹤0.01%	1932
2024 Q2	$15.6K	Buy	992 +180	+22%	+$2.73K	﹤0.01%	2086
2024 Q1	$14.4K	Buy	+812	New	+$12.2K	﹤0.01%	2166

Other funds holding CLMB

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SignatureFD's CLMB Position: Q3 2026 in Review

SignatureFD reduced its Climb Global Solutions (CLMB) stake by 43% in Q3 2026, selling an estimated $8.83K and leaving 416 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

SignatureFD first reported a position in CLMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $31.8K in Q4 2024. 44 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

SignatureFD held 416 shares of Climb Global Solutions worth $13.4K as of Q3 2026.
SignatureFD sold 320 Climb Global Solutions shares in Q3 2026, an estimated $8.83K.
Climb Global Solutions made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2602 holding.
SignatureFD first reported a position in Climb Global Solutions in Q1 2024 and has held it in 11 quarters since.
SignatureFD's Climb Global Solutions position peaked at $31.8K in Q4 2024.
44 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.