C
LOAN

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
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

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
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 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
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

Certuity's LOAN Position: Q2 2026 in Review

Certuity reduced its Manhattan Bridge Capital (LOAN) stake by 5% in Q2 2026, selling an estimated $10.4K and leaving 44,679 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Certuity first reported a position in LOAN in Q4 2023 and has held it in 7 quarters since. The position peaked at $55.9K in Q2 2025. 14 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Certuity held 44,679 shares of Manhattan Bridge Capital worth $44.7K as of Q2 2026.
  • Certuity sold 2,373 Manhattan Bridge Capital shares in Q2 2026, an estimated $10.4K.
  • Manhattan Bridge Capital made up ﹤0.01% of Certuity's portfolio in Q2 2026, its #668 holding.
  • Certuity first reported a position in Manhattan Bridge Capital in Q4 2023 and has held it in 7 quarters since.
  • Certuity's Manhattan Bridge Capital position peaked at $55.9K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.