BA
LOAN

Bard Associates’s Manhattan Bridge Capital LOAN Stock Holding History

Bard Associates’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
Q1 		$1.03K Sell
232
-464
-67% -$2.06K ﹤0.01% 280
2025
Q4 		$3.32K Sell
696
-198,733
-100% -$984K ﹤0.01% 223
2025
Q3 		$1.09M Sell
199,429
-157,342
-44% -$856K 0.29% 87
2025
Q2 		$1.95M Sell
356,771
-6,546
-2% -$34K 0.63% 56
2025
Q1 		$2.15M Sell
363,317
-1,500
-0.4% -$8.44K 0.8% 45
2024
Q4 		$2.08M Hold
364,817
– – 0.71% 49
2024
Q3 		$2.03M Sell
364,817
-3,850
-1% -$20.3K 0.69% 55
2024
Q2 		$1.89M Sell
368,667
-1,100
-0.3% -$5.63K 0.73% 55
2024
Q1 		$1.87M Sell
369,767
-7,232
-2% -$34.7K 0.67% 56
2023
Q4 		$1.92M Sell
376,999
-3,573
-0.9% -$16.6K 0.73% 54
2023
Q3 		$1.83M Sell
380,572
-850
-0.2% -$4.08K 0.76% 52
2023
Q2 		$1.93M Sell
381,422
-2,450
-0.6% -$12.2K 0.75% 51
2023
Q1 		$1.99M Sell
383,872
-1,750
-0.5% -$9.72K 0.82% 46
2022
Q4 		$2.1M Sell
385,622
-3,800
-1% -$21.1K 0.91% 42
2022
Q3 		$2.2M Buy
389,422
+15,123
+4% +$84K 0.99% 35
2022
Q2 		$2.1M Buy
374,299
+19,100
+5% +$108K 0.9% 39
2022
Q1 		$2.26M Buy
355,199
+8,705
+3% +$50.4K 0.8% 46
2021
Q4 		$1.91M Buy
346,494
+8,750
+3% +$53.4K 0.63% 55
2021
Q3 		$2.3M Buy
337,744
+102,750
+44% +$665K 0.78% 51
2021
Q2 		$1.84M Buy
234,994
+13,020
+6% +$85.1K 0.6% 70
2021
Q1 		$1.35M Buy
221,974
+7,250
+3% +$39.3K 0.49% 79
2020
Q4 		$1.12M Sell
214,724
-50
-0% -$237 0.44% 77
2020
Q3 		$936K Sell
214,774
-5,850
-3% -$25.1K 0.5% 72
2020
Q2 		$1.03M Sell
220,624
-1,200
-0.5% -$5K 0.57% 67
2020
Q1 		$907K Buy
221,824
+2,050
+0.9% +$11.5K 0.67% 56
2019
Q4 		$1.4M Sell
219,774
-4,150
-2% -$26.2K 0.71% 57
2019
Q3 		$1.44M Sell
223,924
-8,200
-4% -$51.1K 0.73% 53
2019
Q2 		$1.49M Sell
232,124
-3,500
-1% -$21.5K 0.74% 48
2019
Q1 		$1.5M Sell
235,624
-65
-0% -$403 0.75% 49
2018
Q4 		$1.33M Sell
235,689
-1,386
-0.6% -$8.32K 0.77% 50
2018
Q3 		$1.52M Sell
237,075
-21,500
-8% -$146K 0.7% 51
2018
Q2 		$1.95M Sell
258,575
-21,200
-8% -$154K 0.91% 31
2018
Q1 		$1.94M Buy
279,775
+150
+0.1% +$927 0.97% 31
2017
Q4 		$1.66M Sell
279,625
-250
-0.1% -$1.48K 0.79% 44
2017
Q3 		$1.64M Buy
279,875
+1,400
+0.5% +$7.95K 0.76% 45
2017
Q2 		$1.66M Buy
278,475
+2,000
+0.7% +$10.7K 0.75% 49
2017
Q1 		$1.63M Buy
276,475
+1,850
+0.7% +$11.9K 0.76% 48
2016
Q4 		$2.09M Buy
274,625
+14,000
+5% +$94.9K 0.97% 31
2016
Q3 		$1.87M Buy
260,625
+223,375
+600% +$1.34M 0.91% 37
2016
Q2 		$198K Buy
+37,250
New +$166K 0.1% 147

Other funds holding LOAN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Bard Associates's LOAN Position: Q1 2026 in Review

Bard Associates reduced its Manhattan Bridge Capital (LOAN) stake by 67% in Q1 2026, selling an estimated $2.06K and leaving 232 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Bard Associates first reported a position in LOAN in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.3M in Q3 2021. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • Bard Associates held 232 shares of Manhattan Bridge Capital worth $1.03K as of Q1 2026.
  • Bard Associates sold 464 Manhattan Bridge Capital shares in Q1 2026, an estimated $2.06K.
  • Manhattan Bridge Capital made up ﹤0.01% of Bard Associates's portfolio in Q1 2026, its #280 holding.
  • Bard Associates first reported a position in Manhattan Bridge Capital in Q2 2016 and has held it in 40 quarters since.
  • Bard Associates's Manhattan Bridge Capital position peaked at $2.3M in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.