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Root Financial Partners’s Limbach Holdings LMB Stock Holding History

Root Financial Partners’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 		– Sell
-4
Closed -$312 – 1969
2026
Q1 		$312 Buy
+4
New +$337 ﹤0.01% 3025

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's LMB Position: Q2 2026 in Review

Root Financial Partners sold out of Limbach Holdings (LMB) in Q2 2026, closing a stake of 4 shares — an estimated $312 sold.

Root Financial Partners first reported a position in LMB in Q1 2026 and held it in 1 quarter. The position peaked at $312 in Q1 2026. 28 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Root Financial Partners reported no remaining Limbach Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Limbach Holdings shares in Q2 2026, an estimated $312.
  • Root Financial Partners first reported a position in Limbach Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Limbach Holdings position peaked at $312 in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.