USA Financial Formulas
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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
Q3 		$49.5K Sell
1,540
-453
-23% -$12.5K 0.01% 228
2026
Q2 		$46.3K Buy
1,993
+1,515
+317% +$32.5K 0.01% 291
2026
Q1 		$9.47K Buy
478
+446
+1,394% +$11.6K ﹤0.01% 307
2025
Q4 		$822 Buy
+32
New +$929 ﹤0.01% 320

Other funds holding CLMB

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

USA Financial Formulas's CLMB Position: Q3 2026 in Review

USA Financial Formulas reduced its Climb Global Solutions (CLMB) stake by 23% in Q3 2026, selling an estimated $12.5K and leaving 1,540 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #228.

USA Financial Formulas first reported a position in CLMB in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

  • USA Financial Formulas held 1,540 shares of Climb Global Solutions worth $49.5K as of Q3 2026.
  • USA Financial Formulas sold 453 Climb Global Solutions shares in Q3 2026, an estimated $12.5K.
  • Climb Global Solutions made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #228 holding.
  • USA Financial Formulas first reported a position in Climb Global Solutions in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.