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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
+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

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

USA Financial Formulas's CLMB Position: Q2 2026 in Review

USA Financial Formulas increased its Climb Global Solutions (CLMB) stake by 317% in Q2 2026, buying an estimated $32.5K and bringing the position to 1,993 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #291.

USA Financial Formulas first reported a position in CLMB in Q4 2025 and has held it in 3 quarters since. 133 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.
  • USA Financial Formulas bought 1,515 Climb Global Solutions shares in Q2 2026, an estimated $32.5K.
  • Climb Global Solutions made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #291 holding.
  • USA Financial Formulas first reported a position in Climb Global Solutions in Q4 2025 and has held it in 3 quarters since.
  • 133 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.