BFIM
LOAN

Beese Fulmer Investment Management’s Manhattan Bridge Capital LOAN Stock Holding History

Beese Fulmer Investment Management’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 		$108K Sell
107,881
-14,579
-12% -$63.7K 0.01% 400
2026
Q1 		$122K Sell
122,460
-220,916
-64% -$983K 0.01% 427
2025
Q4 		$343K Buy
343,376
+229,244
+201% +$1.14M 0.02% 258
2025
Q3 		$114K Sell
114,132
-8,355
-7% -$45.4K 0.01% 285
2025
Q2 		$122K Buy
122,487
+1,691
+1% +$8.79K 0.01% 283
2025
Q1 		$121K Sell
120,796
-21,801
-15% -$123K 0.01% 249
2024
Q4 		$143K Buy
142,597
+12,616
+10% +$68.9K 0.01% 225
2024
Q3 		$130K Buy
129,981
+45,222
+53% +$239K 0.01% 230
2024
Q2 		$84.8K Buy
+84,759
New +$434K 0.01% 221

Other funds holding LOAN

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 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
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Beese Fulmer Investment Management's LOAN Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Manhattan Bridge Capital (LOAN) stake by 12% in Q2 2026, selling an estimated $63.7K and leaving 107,881 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #400.

Beese Fulmer Investment Management first reported a position in LOAN in Q2 2024 and has held it in 9 quarters since. The position peaked at $343K in Q4 2025. 14 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Beese Fulmer Investment Management held 107,881 shares of Manhattan Bridge Capital worth $108K as of Q2 2026.
  • Beese Fulmer Investment Management sold 14,579 Manhattan Bridge Capital shares in Q2 2026, an estimated $63.7K.
  • Manhattan Bridge Capital made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #400 holding.
  • Beese Fulmer Investment Management first reported a position in Manhattan Bridge Capital in Q2 2024 and has held it in 9 quarters since.
  • Beese Fulmer Investment Management's Manhattan Bridge Capital position peaked at $343K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.