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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

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Geode Capital Management
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CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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. 178 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.
  • 178 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.