CFG
LMB icon

Cassilly Financial Group’s Limbach Holdings LMB Stock Holding History

Cassilly Financial Group’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,220
Closed -$248K – 82
2026
Q2 		$248K Hold
3,220
– – 0.18% 64
2026
Q1 		$251K Hold
3,220
– – 0.22% 56
2025
Q4 		$251K Buy
+3,220
New +$265K 0.22% 54

Other funds holding LMB

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cassilly Financial Group's LMB Position: Q3 2026 in Review

Cassilly Financial Group sold out of Limbach Holdings (LMB) in Q3 2026, closing a stake of 3,220 shares — an estimated $248K sold.

Cassilly Financial Group first reported a position in LMB in Q4 2025 and held it in 3 quarters. The position peaked at $251K in Q1 2026. 4 funds tracked by Wall St. Rank hold LMB as of Q3 2026.

  • Cassilly Financial Group reported no remaining Limbach Holdings position as of Q3 2026 after selling out during the quarter.
  • Cassilly Financial Group sold 3,220 Limbach Holdings shares in Q3 2026, an estimated $248K.
  • Cassilly Financial Group first reported a position in Limbach Holdings in Q4 2025 and held it in 3 quarters.
  • Cassilly Financial Group's Limbach Holdings position peaked at $251K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.