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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cassilly Financial Group's LMB Position: Q2 2026 in Review

Cassilly Financial Group held its Limbach Holdings (LMB) position steady in Q2 2026 at 3,220 shares worth $248K. The position accounts for 0.18% of the portfolio, ranked #64.

Cassilly Financial Group first reported a position in LMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q1 2026. 176 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Cassilly Financial Group held 3,220 shares of Limbach Holdings worth $248K as of Q2 2026.
  • Cassilly Financial Group left its Limbach Holdings share count unchanged in Q2 2026.
  • Limbach Holdings made up 0.18% of Cassilly Financial Group's portfolio in Q2 2026, its #64 holding.
  • Cassilly Financial Group first reported a position in Limbach Holdings in Q4 2025 and has held it in 3 quarters since.
  • Cassilly Financial Group's Limbach Holdings position peaked at $251K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.