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Petra Financial Advisors’s Limbach Holdings LMB Stock Holding History

Petra 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
Q4 		– Sell
-5,279
Closed -$513K – 145
2025
Q3 		$513K Buy
5,279
+355
+7% +$42.7K 0.3% 89
2025
Q2 		$690K Buy
+4,924
New +$559K 0.44% 58
2025
Q1 		– Sell
-5,559
Closed -$476K – 139
2024
Q4 		$476K Buy
+5,559
New +$490K 0.32% 85

Other funds holding LMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Petra Financial Advisors's LMB Position: Q4 2025 in Review

Petra Financial Advisors sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 5,279 shares — an estimated $513K sold.

Petra Financial Advisors first reported a position in LMB in Q4 2024 and held it in 3 quarters. The position peaked at $690K in Q2 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

  • Petra Financial Advisors reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
  • Petra Financial Advisors sold 5,279 Limbach Holdings shares in Q4 2025, an estimated $513K.
  • Petra Financial Advisors first reported a position in Limbach Holdings in Q4 2024 and held it in 3 quarters.
  • Petra Financial Advisors's Limbach Holdings position peaked at $690K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Petra Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.