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DHK Financial Advisors’s Limbach Holdings LMB Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$882K Buy
6,294
+930
+17% +$106K 0.51% 41
2025
Q1 		$399K Buy
+5,364
New +$469K 0.22% 69

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DHK Financial Advisors's LMB Position: Q2 2025 in Review

DHK Financial Advisors increased its Limbach Holdings (LMB) stake by 17% in Q2 2025, buying an estimated $106K and bringing the position to 6,294 shares worth $882K. The position accounts for 0.51% of the portfolio, ranked #41.

DHK Financial Advisors first reported a position in LMB in Q1 2025 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold LMB as of Q2 2025.

  • DHK Financial Advisors held 6,294 shares of Limbach Holdings worth $882K as of Q2 2025.
  • DHK Financial Advisors bought 930 Limbach Holdings shares in Q2 2025, an estimated $106K.
  • Limbach Holdings made up 0.51% of DHK Financial Advisors's portfolio in Q2 2025, its #41 holding.
  • DHK Financial Advisors first reported a position in Limbach Holdings in Q1 2025 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.