Wells Fargo
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Wells Fargo’s Climb Global Solutions CLMB Stock Holding History

Wells Fargo’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
Q1 		$194K Sell
9,811
-11,165
-53% -$289K ﹤0.01% 4717
2025
Q4 		$539K Buy
20,976
+10,920
+109% +$317K ﹤0.01% 4435
2025
Q3 		$339K Buy
10,056
+2,032
+25% +$60.3K ﹤0.01% 4591
2025
Q2 		$214K Sell
8,024
-312
-4% -$8.23K ﹤0.01% 4732
2025
Q1 		$231K Buy
8,336
+176
+2% +$5.43K ﹤0.01% 4607
2024
Q4 		$259K Buy
8,160
+2,980
+58% +$88.5K ﹤0.01% 4641
2024
Q3 		$129K Sell
5,180
-204
-4% -$4.08K ﹤0.01% 4868
2024
Q2 		$84.6K Buy
5,384
+264
+5% +$4K ﹤0.01% 5036
2024
Q1 		$90.7K Buy
5,120
+672
+15% +$10.1K ﹤0.01% 4946
2023
Q4 		$61K Buy
4,448
+980
+28% +$11.7K ﹤0.01% 5193
2023
Q3 		$37.3K Sell
3,468
-3,368
-49% -$37.1K ﹤0.01% 5338
2023
Q2 		$81.8K Buy
6,836
+6,728
+6,230% +$82K ﹤0.01% 5159
2023
Q1 		$1.47K Hold
108
– – ﹤0.01% 6284
2022
Q4 		$851 Buy
108
+4
+4% +$31 ﹤0.01% 6233
2022
Q3 		$1K Sell
104
-4
-4% -$30 ﹤0.01% 6302
2022
Q2 		$1K Buy
108
+12
+13% +$104 ﹤0.01% 6480
2022
Q1 		$1K Hold
96
– – ﹤0.01% 6768
2021
Q4 		$1K Sell
96
-4,000
-98% -$30.3K ﹤0.01% 6978
2021
Q3 		$28K Sell
4,096
-8
-0.2% -$54 ﹤0.01% 5847
2021
Q2 		$26K Buy
4,104
+4
+0.1% +$26 ﹤0.01% 5801
2021
Q1 		$26K Sell
4,100
-12,000
-75% -$64.1K ﹤0.01% 6072
2020
Q4 		$77K Sell
16,100
-7,848
-33% -$41.8K ﹤0.01% 5448
2020
Q3 		$138K Buy
23,948
+2,228
+10% +$13.2K ﹤0.01% 5130
2020
Q2 		$139K Buy
21,720
+21,624
+22,525% +$103K ﹤0.01% 5076
2020
Q1 		$0 Buy
+96
New +$366 ﹤0.01% 6239
2019
Q4 		– Sell
-4
Closed -$15 – 6369
2019
Q3 		$0 Hold
4
– – ﹤0.01% 6392
2019
Q2 		$0 Hold
4
– – ﹤0.01% 6370
2019
Q1 		$0 Hold
4
– – ﹤0.01% 6079
2018
Q4 		$0 Buy
+4
New +$12 ﹤0.01% 6408
2018
Q3 		– Sell
-4
Closed -$13 – 6392
2018
Q2 		$0 Buy
+4
New +$14 ﹤0.01% 6337
2017
Q4 		– Sell
-4
Closed -$15 – 6358
2017
Q3 		$0 Buy
+4
New +$16 ﹤0.01% 6311
2016
Q2 		– Sell
-4
Closed -$17 – 6113
2016
Q1 		$0 Hold
4
– – ﹤0.01% 6221
2015
Q4 		$0 Buy
+4
New +$18 ﹤0.01% 6239
2015
Q3 		– Sell
-4
Closed -$18 – 6223
2015
Q2 		$0 Sell
4
-4,000
-100% -$18.3K ﹤0.01% 6359
2015
Q1 		$18K Hold
4,004
– – ﹤0.01% 5418
2014
Q4 		$17K Hold
4,004
– – ﹤0.01% 5431
2014
Q3 		$16K Buy
4,004
+4
+0.1% +$16 ﹤0.01% 5393
2014
Q2 		$15K Hold
4,000
– – ﹤0.01% 5492
2014
Q1 		$20K Sell
4,000
-4
-0.1% -$15 ﹤0.01% 5225
2013
Q4 		$14K Sell
4,004
-396
-9% -$1.3K ﹤0.01% 5107
2013
Q3 		$14K Buy
4,400
+400
+10% +$1.23K ﹤0.01% 5045
2013
Q2 		$12K Buy
+4,000
New +$11.7K ﹤0.01% 5010

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo's CLMB Position: Q1 2026 in Review

Wells Fargo reduced its Climb Global Solutions (CLMB) stake by 53% in Q1 2026, selling an estimated $289K and leaving 9,811 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Wells Fargo first reported a position in CLMB in Q2 2013 and has held it in 42 quarters since. The position peaked at $539K in Q4 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Wells Fargo held 9,811 shares of Climb Global Solutions worth $194K as of Q1 2026.
  • Wells Fargo sold 11,165 Climb Global Solutions shares in Q1 2026, an estimated $289K.
  • Climb Global Solutions made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4717 holding.
  • Wells Fargo first reported a position in Climb Global Solutions in Q2 2013 and has held it in 42 quarters since.
  • Wells Fargo's Climb Global Solutions position peaked at $539K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.