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ZWJ Investment Counsel’s Climb Global Solutions CLMB Stock Holding History

ZWJ Investment Counsel’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 		$305K Buy
+13,141
New +$282K 0.01% 213

Other funds holding CLMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

ZWJ Investment Counsel's CLMB Position: Q2 2026 in Review

ZWJ Investment Counsel opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 13,141 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings.

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

  • ZWJ Investment Counsel held 13,141 shares of Climb Global Solutions worth $305K as of Q2 2026.
  • Climb Global Solutions was a new ZWJ Investment Counsel position in Q2 2026.
  • Climb Global Solutions made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #213 holding.
  • 7 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.