BWM
LOAN

Bullock Wealth Management’s Manhattan Bridge Capital LOAN Stock Holding History

Bullock Wealth 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 		– Sell
-140
Closed -$634 – 621
2026
Q1 		$634 Hold
140
– – ﹤0.01% 593
2025
Q4 		$651 Buy
+140
New +$693 ﹤0.01% 582

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FFA
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Bullock Wealth Management's LOAN Position: Q2 2026 in Review

Bullock Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q2 2026, closing a stake of 140 shares — an estimated $634 sold.

Bullock Wealth Management first reported a position in LOAN in Q4 2025 and held it in 2 quarters. The position peaked at $651 in Q4 2025. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Bullock Wealth Management reported no remaining Manhattan Bridge Capital position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 140 Manhattan Bridge Capital shares in Q2 2026, an estimated $634.
  • Bullock Wealth Management first reported a position in Manhattan Bridge Capital in Q4 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Manhattan Bridge Capital position peaked at $651 in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.