AFA
LOAN

Avant Financial Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Avant Financial Advisors’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 		– Sell
-290,280
Closed -$290K – 65
2025
Q1 		$290K Hold
290,280
– – 0.26% 53
2024
Q4 		$290K Buy
+290,280
New +$1.59M 0.27% 55

Other funds holding LOAN

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Avant Financial Advisors's LOAN Position: Q2 2025 in Review

Avant Financial Advisors sold out of Manhattan Bridge Capital (LOAN) in Q2 2025, closing a stake of 290,280 shares — an estimated $290K sold.

Avant Financial Advisors first reported a position in LOAN in Q4 2024 and held it in 2 quarters. The position peaked at $290K in Q1 2025. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2025.

  • Avant Financial Advisors reported no remaining Manhattan Bridge Capital position as of Q2 2025 after selling out during the quarter.
  • Avant Financial Advisors sold 290,280 Manhattan Bridge Capital shares in Q2 2025, an estimated $290K.
  • Avant Financial Advisors first reported a position in Manhattan Bridge Capital in Q4 2024 and held it in 2 quarters.
  • Avant Financial Advisors's Manhattan Bridge Capital position peaked at $290K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2025.

Based on Avant Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.