Fidelity Investments
LOAN

Fidelity Investments’s Manhattan Bridge Capital LOAN Stock Holding History

Fidelity Investments’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
2025
Q4 		– Sell
-15
Closed -$83 – 5513
2025
Q3 		$83 Hold
15
– – ﹤0.01% 5214
2025
Q2 		$82 Hold
15
– – ﹤0.01% 5151
2025
Q1 		$89 Sell
15
-4
-21% -$23 ﹤0.01% 5127
2024
Q4 		$105 Buy
+19
New +$104 ﹤0.01% 5102
2022
Q2 		– Sell
-1
Closed – – 5255
2022
Q1 		$0 Buy
+1
New +$6 ﹤0.01% 5268
2020
Q2 		– Sell
-2
Closed – – 3932
2020
Q1 		$0 Buy
2
+1
+100% +$6 ﹤0.01% 4011
2019
Q4 		$0 Buy
+1
New +$6 ﹤0.01% 4073

Other funds holding LOAN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's LOAN Position: Q4 2025 in Review

Fidelity Investments sold out of Manhattan Bridge Capital (LOAN) in Q4 2025, closing a stake of 15 shares — an estimated $83 sold.

Fidelity Investments first reported a position in LOAN in Q4 2019 and held it in 7 quarters. The position peaked at $105 in Q4 2024. 46 funds tracked by Wall St. Rank hold LOAN as of Q4 2025.

  • Fidelity Investments reported no remaining Manhattan Bridge Capital position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 15 Manhattan Bridge Capital shares in Q4 2025, an estimated $83.
  • Fidelity Investments first reported a position in Manhattan Bridge Capital in Q4 2019 and held it in 7 quarters.
  • Fidelity Investments's Manhattan Bridge Capital position peaked at $105 in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.