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Farther Finance Advisors’s Limbach Holdings LMB Stock Holding History

Farther Finance 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
2026
Q2 		$77 Sell
1
-31
-97% -$2.58K ﹤0.01% 5817
2026
Q1 		$2.57K Buy
32
+29
+967% +$2.44K ﹤0.01% 4797
2025
Q4 		$234 Hold
3
– – ﹤0.01% 5196
2025
Q3 		$291 Sell
3
-20
-87% -$2.41K ﹤0.01% 4647
2025
Q2 		$3.22K Sell
23
-144
-86% -$16.3K ﹤0.01% 3535
2025
Q1 		$12.6K Buy
+167
New +$14.6K ﹤0.01% 2628

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Farther Finance Advisors's LMB Position: Q2 2026 in Review

Farther Finance Advisors reduced its Limbach Holdings (LMB) stake by 97% in Q2 2026, selling an estimated $2.58K and leaving 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #5817.

Farther Finance Advisors first reported a position in LMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.6K in Q1 2025. 18 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Farther Finance Advisors held 1 share of Limbach Holdings worth $77 as of Q2 2026.
  • Farther Finance Advisors sold 31 Limbach Holdings shares in Q2 2026, an estimated $2.58K.
  • Limbach Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5817 holding.
  • Farther Finance Advisors first reported a position in Limbach Holdings in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Limbach Holdings position peaked at $12.6K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.