Focus Partners Wealth
LOAN

Focus Partners Wealth’s Manhattan Bridge Capital LOAN Stock Holding History

Focus Partners Wealth’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 		– Sell
-50,000
Closed -$50K – 2883
2026
Q1 		$50K Sell
50,000
-46,433
-48% -$207K ﹤0.01% 2580
2025
Q4 		$96.4K Buy
+96,433
New +$478K ﹤0.01% 2556

Other funds holding LOAN

MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Focus Partners Wealth's LOAN Position: Q2 2026 in Review

Focus Partners Wealth sold out of Manhattan Bridge Capital (LOAN) in Q2 2026, closing a stake of 50,000 shares — an estimated $50K sold.

Focus Partners Wealth first reported a position in LOAN in Q4 2025 and held it in 2 quarters. The position peaked at $96.4K in Q4 2025. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Focus Partners Wealth reported no remaining Manhattan Bridge Capital position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 50,000 Manhattan Bridge Capital shares in Q2 2026, an estimated $50K.
  • Focus Partners Wealth first reported a position in Manhattan Bridge Capital in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Manhattan Bridge Capital position peaked at $96.4K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.