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
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 $207M AUM 13.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Focus Partners Wealth's LOAN Position: Q1 2026 in Review

Focus Partners Wealth reduced its Manhattan Bridge Capital (LOAN) stake by 48% in Q1 2026, selling an estimated $207K and leaving 50,000 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Focus Partners Wealth first reported a position in LOAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $96.4K in Q4 2025. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • Focus Partners Wealth held 50,000 shares of Manhattan Bridge Capital worth $50K as of Q1 2026.
  • Focus Partners Wealth sold 46,433 Manhattan Bridge Capital shares in Q1 2026, an estimated $207K.
  • Manhattan Bridge Capital made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2580 holding.
  • Focus Partners Wealth first reported a position in Manhattan Bridge Capital in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Manhattan Bridge Capital position peaked at $96.4K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.