Apella Capital’s Manhattan Bridge Capital LOAN Stock Holding History

Apella Capital’s Portfolio LOAN Stock Details LOAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.2K	Sell	34,173 -3,641	-10%	-$15.9K	﹤0.01%	705
2026 Q1	$175K	Sell	37,814 -3,461	-8%	-$15.4K	﹤0.01%	652
2025 Q4	$41.3K	Buy	+41,275	New	+$204K	﹤0.01%	529
2022 Q4	–	Sell	-14,531	Closed	-$82K	–	240
2022 Q3	$82K	Buy	+14,531	New	+$80.7K	0.01%	211

Other funds holding LOAN

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OFP

OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Apella Capital's LOAN Position: Q2 2026 in Review

Apella Capital reduced its Manhattan Bridge Capital (LOAN) stake by 9.6% in Q2 2026, selling an estimated $15.9K and leaving 34,173 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Apella Capital first reported a position in LOAN in Q3 2022 and has held it in 4 quarters since. The position peaked at $175K in Q1 2026. 6 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

Apella Capital held 34,173 shares of Manhattan Bridge Capital worth $34.2K as of Q2 2026.
Apella Capital sold 3,641 Manhattan Bridge Capital shares in Q2 2026, an estimated $15.9K.
Manhattan Bridge Capital made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #705 holding.
Apella Capital first reported a position in Manhattan Bridge Capital in Q3 2022 and has held it in 4 quarters since.
Apella Capital's Manhattan Bridge Capital position peaked at $175K in Q1 2026.
6 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.