Y-Intercept (HK)’s Climb Global Solutions CLMB Stock Holding History

Y-Intercept (HK)’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	–	Sell	-15,801	Closed	-$313K	–	1767
2026 Q1	$313K	Buy	+15,801	New	+$409K	0.01%	1364

Other funds holding CLMB

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Y-Intercept (HK)'s CLMB Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Climb Global Solutions (CLMB) in Q2 2026, closing a stake of 15,801 shares — an estimated $313K sold.

Y-Intercept (HK) first reported a position in CLMB in Q1 2026 and held it in 1 quarter. The position peaked at $313K in Q1 2026. 7 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

Y-Intercept (HK) reported no remaining Climb Global Solutions position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 15,801 Climb Global Solutions shares in Q2 2026, an estimated $313K.
Y-Intercept (HK) first reported a position in Climb Global Solutions in Q1 2026 and held it in 1 quarter.
Y-Intercept (HK)'s Climb Global Solutions position peaked at $313K in Q1 2026.
7 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.