BA
LOAN

Bellwether Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Bellwether 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
-82,886
Closed -$82.9K – 605
2025
Q1 		$82.9K Sell
82,886
-22,699
-21% -$128K 0.02% 189
2024
Q4 		$106K Hold
105,585
– – 0.02% 174
2024
Q3 		$106K Sell
105,585
-29,489
-22% -$156K 0.02% 123
2024
Q2 		$135K Sell
135,074
-26,301
-16% -$135K 0.03% 118
2024
Q1 		$161K Sell
161,375
-16,805
-9% -$80.7K 0.04% 117
2023
Q4 		$178K Buy
178,180
+16,956
+11% +$79K 0.04% 112
2023
Q3 		$161K Buy
161,224
+31,184
+24% +$150K 0.04% 109
2023
Q2 		$130K Sell
130,040
-15,202
-10% -$75.5K 0.04% 88
2023
Q1 		$145K Buy
145,242
+21,577
+17% +$120K 0.04% 140
2022
Q4 		$124K Buy
123,665
+45,122
+57% +$250K 0.04% 146
2022
Q3 		$78K Sell
78,543
-46,306
-37% -$257K 0.03% 134
2022
Q2 		$124K Buy
124,849
+16,639
+15% +$93.7K 0.04% 129
2022
Q1 		$108K Buy
+108,210
New +$627K 0.03% 152

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

Bellwether Advisors's LOAN Position: Q2 2025 in Review

Bellwether Advisors sold out of Manhattan Bridge Capital (LOAN) in Q2 2025, closing a stake of 82,886 shares — an estimated $82.9K sold.

Bellwether Advisors first reported a position in LOAN in Q1 2022 and held it in 13 quarters. The position peaked at $178K in Q4 2023. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2025.

  • Bellwether Advisors reported no remaining Manhattan Bridge Capital position as of Q2 2025 after selling out during the quarter.
  • Bellwether Advisors sold 82,886 Manhattan Bridge Capital shares in Q2 2025, an estimated $82.9K.
  • Bellwether Advisors first reported a position in Manhattan Bridge Capital in Q1 2022 and held it in 13 quarters.
  • Bellwether Advisors's Manhattan Bridge Capital position peaked at $178K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2025.

Based on Bellwether Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.