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Smithfield Trust’s Climb Global Solutions CLMB Stock Holding History

Smithfield Trust’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 		$16K Hold
712
– – ﹤0.01% 824
2026
Q1 		$14K Hold
712
– – ﹤0.01% 839
2025
Q4 		$18K Hold
712
– – ﹤0.01% 777
2025
Q3 		$24K Hold
712
– – ﹤0.01% 702
2025
Q2 		$19K Hold
712
– – ﹤0.01% 748
2025
Q1 		$19K Hold
712
– – ﹤0.01% 738
2024
Q4 		$23K Buy
+712
New +$21.2K ﹤0.01% 705

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

Smithfield Trust's CLMB Position: Q2 2026 in Review

Smithfield Trust held its Climb Global Solutions (CLMB) position steady in Q2 2026 at 712 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Smithfield Trust first reported a position in CLMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q3 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Smithfield Trust held 712 shares of Climb Global Solutions worth $16K as of Q2 2026.
  • Smithfield Trust left its Climb Global Solutions share count unchanged in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #824 holding.
  • Smithfield Trust first reported a position in Climb Global Solutions in Q4 2024 and has held it in 7 quarters since.
  • Smithfield Trust's Climb Global Solutions position peaked at $24K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.