DWR Wealth Management
LOAN icon

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

DWR 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
Q3 		$55.2K Buy
55,179
+4,435
+9% +$18.3K 0.04% 58
2026
Q2 		$50.7K Sell
50,744
-36,033
-42% -$158K 0.04% 56
2026
Q1 		$86.8K Buy
86,777
+3,889
+5% +$17.3K 0.08% 51
2025
Q4 		$82.9K Buy
+82,888
New +$411K 0.08% 50

Other funds holding LOAN

Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
OLIO Financial Planning
OLIO Financial Planning Mclean, Virginia $402M AUM 12.76% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

DWR Wealth Management's LOAN Position: Q3 2026 in Review

DWR Wealth Management increased its Manhattan Bridge Capital (LOAN) stake by 8.7% in Q3 2026, buying an estimated $18.3K and bringing the position to 55,179 shares worth $55.2K. The position accounts for 0.04% of the portfolio, ranked #58.

DWR Wealth Management first reported a position in LOAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $86.8K in Q1 2026. 7 funds tracked by Wall St. Rank hold LOAN as of Q3 2026.

  • DWR Wealth Management held 55,179 shares of Manhattan Bridge Capital worth $55.2K as of Q3 2026.
  • DWR Wealth Management bought 4,435 Manhattan Bridge Capital shares in Q3 2026, an estimated $18.3K.
  • Manhattan Bridge Capital made up 0.04% of DWR Wealth Management's portfolio in Q3 2026, its #58 holding.
  • DWR Wealth Management first reported a position in Manhattan Bridge Capital in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's Manhattan Bridge Capital position peaked at $86.8K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.