BFP
LOAN

Briaud Financial Planning’s Manhattan Bridge Capital LOAN Stock Holding History

Briaud Financial Planning’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 		$21K Sell
21,006
-3,717
-15% -$16.5K 0.01% 38
2025
Q4 		$24.7K Hold
24,723
– – 0.01% 36
2025
Q3 		$24.7K Buy
+24,723
New +$134K 0.01% 36

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

Briaud Financial Planning's LOAN Position: Q1 2026 in Review

Briaud Financial Planning reduced its Manhattan Bridge Capital (LOAN) stake by 15% in Q1 2026, selling an estimated $16.5K and leaving 21,006 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #38.

Briaud Financial Planning first reported a position in LOAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $24.7K in Q4 2025. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • Briaud Financial Planning held 21,006 shares of Manhattan Bridge Capital worth $21K as of Q1 2026.
  • Briaud Financial Planning sold 3,717 Manhattan Bridge Capital shares in Q1 2026, an estimated $16.5K.
  • Manhattan Bridge Capital made up 0.01% of Briaud Financial Planning's portfolio in Q1 2026, its #38 holding.
  • Briaud Financial Planning first reported a position in Manhattan Bridge Capital in Q3 2025 and has held it in 3 quarters since.
  • Briaud Financial Planning's Manhattan Bridge Capital position peaked at $24.7K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.