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USA FINANCIAL FORMULAS’s Climb Global Solutions CLMB Stock Holding History

USA FINANCIAL FORMULAS’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 		$46.3K Buy
+1,993
New +$42.7K 0.01% 291

Other funds holding CLMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

USA FINANCIAL FORMULAS's CLMB Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 1,993 shares worth $46.3K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings.

42 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1,993 shares of Climb Global Solutions worth $46.3K as of Q2 2026.
  • Climb Global Solutions was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Climb Global Solutions made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #291 holding.
  • 42 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.