AWS
LOAN

Atria Wealth Solutions’s Manhattan Bridge Capital LOAN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$218K Buy
39,871
+14,513
+57% +$75.5K ﹤0.01% 1342
2025
Q1 		$150K Sell
25,358
-2,527
-9% -$14.2K ﹤0.01% 1760
2024
Q4 		$159K Buy
27,885
+3,324
+14% +$18.2K ﹤0.01% 1864
2024
Q3 		$137K Sell
24,561
-47,848
-66% -$252K ﹤0.01% 1834
2024
Q2 		$372K Buy
72,409
+322
+0.4% +$1.65K ﹤0.01% 1378
2024
Q1 		$365K Sell
72,087
-34,465
-32% -$166K ﹤0.01% 1418
2023
Q4 		$537K Sell
106,552
-4,631
-4% -$21.6K 0.01% 1170
2023
Q3 		$534K Buy
111,183
+11,680
+12% +$56.1K 0.01% 1101
2023
Q2 		$502K Buy
99,503
+8,761
+10% +$43.5K 0.01% 1157
2023
Q1 		$470K Buy
90,742
+27,902
+44% +$155K 0.01% 1179
2022
Q4 		$343K Buy
62,840
+43,442
+224% +$241K 0.01% 1281
2022
Q3 		$109K Buy
19,398
+2,343
+14% +$13K ﹤0.01% 1630
2022
Q2 		$96K Buy
17,055
+3,021
+22% +$17K ﹤0.01% 1535
2022
Q1 		$89K Buy
+14,034
New +$81.3K ﹤0.01% 1671

Other funds holding LOAN

GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Atria Wealth Solutions's LOAN Position: Q2 2025 in Review

Atria Wealth Solutions increased its Manhattan Bridge Capital (LOAN) stake by 57% in Q2 2025, buying an estimated $75.5K and bringing the position to 39,871 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Atria Wealth Solutions first reported a position in LOAN in Q1 2022 and has held it in 14 quarters since. The position peaked at $537K in Q4 2023. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2025.

  • Atria Wealth Solutions held 39,871 shares of Manhattan Bridge Capital worth $218K as of Q2 2025.
  • Atria Wealth Solutions bought 14,513 Manhattan Bridge Capital shares in Q2 2025, an estimated $75.5K.
  • Manhattan Bridge Capital made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1342 holding.
  • Atria Wealth Solutions first reported a position in Manhattan Bridge Capital in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Manhattan Bridge Capital position peaked at $537K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.