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 Q3	$31.1K	Sell	31,078 -3,095	-9%	-$12.8K	﹤0.01%	788
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

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

OLIO Financial Planning Mclean, Virginia $402M AUM 12.76% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

Apella Capital's LOAN Position: Q3 2026 in Review

Apella Capital reduced its Manhattan Bridge Capital (LOAN) stake by 9.1% in Q3 2026, selling an estimated $12.8K and leaving 31,078 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Apella Capital first reported a position in LOAN in Q3 2022 and has held it in 5 quarters since. The position peaked at $175K in Q1 2026. 19 funds tracked by Wall St. Rank hold LOAN as of Q3 2026.

Apella Capital held 31,078 shares of Manhattan Bridge Capital worth $31.1K as of Q3 2026.
Apella Capital sold 3,095 Manhattan Bridge Capital shares in Q3 2026, an estimated $12.8K.
Manhattan Bridge Capital made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #788 holding.
Apella Capital first reported a position in Manhattan Bridge Capital in Q3 2022 and has held it in 5 quarters since.
Apella Capital's Manhattan Bridge Capital position peaked at $175K in Q1 2026.
19 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.