FFS
LOAN

Fortress Financial Solutions’s Manhattan Bridge Capital LOAN Stock Holding History

Fortress Financial Solutions’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 		– Sell
-147,298
Closed -$147K – 61
2025
Q4 		$147K Sell
147,298
-5,132
-3% -$25.4K 0.15% 58
2025
Q3 		$152K Buy
152,430
+32,148
+27% +$175K 0.17% 58
2025
Q2 		$120K Buy
120,282
+4,522
+4% +$23.5K 0.15% 61
2025
Q1 		$116K Sell
115,760
-6,507
-5% -$36.6K 0.17% 56
2024
Q4 		$122K Buy
+122,267
New +$668K 0.17% 56

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

Fortress Financial Solutions's LOAN Position: Q1 2026 in Review

Fortress Financial Solutions sold out of Manhattan Bridge Capital (LOAN) in Q1 2026, closing a stake of 147,298 shares — an estimated $147K sold.

Fortress Financial Solutions first reported a position in LOAN in Q4 2024 and held it in 5 quarters. The position peaked at $152K in Q3 2025. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • Fortress Financial Solutions reported no remaining Manhattan Bridge Capital position as of Q1 2026 after selling out during the quarter.
  • Fortress Financial Solutions sold 147,298 Manhattan Bridge Capital shares in Q1 2026, an estimated $147K.
  • Fortress Financial Solutions first reported a position in Manhattan Bridge Capital in Q4 2024 and held it in 5 quarters.
  • Fortress Financial Solutions's Manhattan Bridge Capital position peaked at $152K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.