Certuity’s Manhattan Bridge Capital LOAN Stock Holding History

Certuity’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 Q3	$42K	Sell	42,039 -2,640	-6%	-$10.9K	﹤0.01%	701
2026 Q2	$44.7K	Sell	44,679 -2,373	-5%	-$10.4K	﹤0.01%	668
2026 Q1	$47.1K	Sell	47,052 -3,133	-6%	-$13.9K	﹤0.01%	648
2025 Q4	$50.2K	Sell	50,185 -2,802	-5%	-$13.9K	﹤0.01%	577
2025 Q3	$53K	Sell	52,987 -2,868	-5%	-$15.6K	﹤0.01%	549
2025 Q2	$55.9K	Buy	+55,855	New	+$290K	0.01%	417
2024 Q2	–	Sell	-10,364	Closed	-$10.4K	–	379
2024 Q1	$10.4K	Sell	10,364 -549	-5%	-$2.64K	﹤0.01%	329
2023 Q4	$10.9K	Buy	+10,913	New	+$50.8K	﹤0.01%	347

Other funds holding LOAN

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

OLIO Financial Planning Mclean, Virginia $402M AUM 12.76% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Certuity's LOAN Position: Q3 2026 in Review

Certuity reduced its Manhattan Bridge Capital (LOAN) stake by 5.9% in Q3 2026, selling an estimated $10.9K and leaving 42,039 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Certuity first reported a position in LOAN in Q4 2023 and has held it in 8 quarters since. The position peaked at $55.9K in Q2 2025. 19 funds tracked by Wall St. Rank hold LOAN as of Q3 2026.

Certuity held 42,039 shares of Manhattan Bridge Capital worth $42K as of Q3 2026.
Certuity sold 2,640 Manhattan Bridge Capital shares in Q3 2026, an estimated $10.9K.
Manhattan Bridge Capital made up ﹤0.01% of Certuity's portfolio in Q3 2026, its #701 holding.
Certuity first reported a position in Manhattan Bridge Capital in Q4 2023 and has held it in 8 quarters since.
Certuity's Manhattan Bridge Capital position peaked at $55.9K in Q2 2025.
19 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.