Frazier Financial Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Frazier Financial Advisors’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 Q3	$196K	Sell	195,876 -18,824	-9%	-$77.5K	0.09%	81
2026 Q2	$970K	Buy	214,700 +10,834	+5%	+$47.4K	0.49%	21
2026 Q1	$907K	Buy	203,866 +124,229	+156%	+$553K	0.5%	23
2025 Q4	$370K	Buy	79,637 +50,511	+173%	+$250K	0.22%	43
2025 Q3	$29.1K	Buy	29,126 +8,626	+42%	+$46.9K	0.02%	222
2025 Q2	$20.5K	Buy	+20,500	New	+$107K	0.01%	265
2024 Q4	–	Sell	-5,718	Closed	-$5.72K	–	783
2024 Q3	$5.72K	Sell	5,718 -11,227	-66%	-$59.2K	﹤0.01%	503
2024 Q2	$16.9K	Sell	16,945 -13,141	-44%	-$67.2K	0.01%	328
2024 Q1	$30.1K	Sell	30,086 -11,271	-27%	-$54.1K	0.02%	204
2023 Q4	$41.4K	Buy	+41,357	New	+$193K	0.04%	154

Other funds holding LOAN

Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Frazier Financial Advisors's LOAN Position: Q3 2026 in Review

Frazier Financial Advisors reduced its Manhattan Bridge Capital (LOAN) stake by 8.8% in Q3 2026, selling an estimated $77.5K and leaving 195,876 shares worth $196K. The position accounts for 0.09% of the portfolio, ranked #81.

Frazier Financial Advisors first reported a position in LOAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $970K in Q2 2026. 41 funds tracked by Wall St. Rank hold LOAN as of Q3 2026.

Frazier Financial Advisors held 195,876 shares of Manhattan Bridge Capital worth $196K as of Q3 2026.
Frazier Financial Advisors sold 18,824 Manhattan Bridge Capital shares in Q3 2026, an estimated $77.5K.
Manhattan Bridge Capital made up 0.09% of Frazier Financial Advisors's portfolio in Q3 2026, its #81 holding.
Frazier Financial Advisors first reported a position in Manhattan Bridge Capital in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's Manhattan Bridge Capital position peaked at $970K in Q2 2026.
41 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.