DWM
LOAN

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
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

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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
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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

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

DWR Wealth Management reduced its Manhattan Bridge Capital (LOAN) stake by 42% in Q2 2026, selling an estimated $158K and leaving 50,744 shares worth $50.7K. The position accounts for 0.04% of the portfolio, ranked #56.

DWR Wealth Management first reported a position in LOAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.8K in Q1 2026. 9 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • DWR Wealth Management held 50,744 shares of Manhattan Bridge Capital worth $50.7K as of Q2 2026.
  • DWR Wealth Management sold 36,033 Manhattan Bridge Capital shares in Q2 2026, an estimated $158K.
  • Manhattan Bridge Capital made up 0.04% of DWR Wealth Management's portfolio in Q2 2026, its #56 holding.
  • DWR Wealth Management first reported a position in Manhattan Bridge Capital in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Manhattan Bridge Capital position peaked at $86.8K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.