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Prospera Financial Services’s Limbach Holdings LMB Stock Holding History

Prospera Financial Services’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
-2,250
Closed -$219K – 1406
2025
Q3 		$219K Hold
2,250
– – ﹤0.01% 1270
2025
Q2 		$315K Buy
+2,250
New +$255K 0.01% 1084
2022
Q2 		– Sell
-2,250
Closed -$16K – 2180
2022
Q1 		$16K Buy
+2,250
New +$17.7K ﹤0.01% 1834
2020
Q4 		– Sell
-2,250
Closed -$24K – 1171
2020
Q3 		$24K Buy
+2,250
New +$12.7K 0.01% 849

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

Prospera Financial Services's LMB Position: Q4 2025 in Review

Prospera Financial Services sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 2,250 shares — an estimated $219K sold.

Prospera Financial Services first reported a position in LMB in Q3 2020 and held it in 4 quarters. The position peaked at $315K in Q2 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

  • Prospera Financial Services reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 2,250 Limbach Holdings shares in Q4 2025, an estimated $219K.
  • Prospera Financial Services first reported a position in Limbach Holdings in Q3 2020 and held it in 4 quarters.
  • Prospera Financial Services's Limbach Holdings position peaked at $315K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.