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 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 $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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frazier Financial Advisors's LOAN Position: Q1 2026 in Review

Frazier Financial Advisors increased its Manhattan Bridge Capital (LOAN) stake by 156% in Q1 2026, buying an estimated $553K and bringing the position to 203,866 shares worth $907K. The position accounts for 0.5% of the portfolio, ranked #23.

Frazier Financial Advisors first reported a position in LOAN in Q4 2023 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

Frazier Financial Advisors held 203,866 shares of Manhattan Bridge Capital worth $907K as of Q1 2026.
Frazier Financial Advisors bought 124,229 Manhattan Bridge Capital shares in Q1 2026, an estimated $553K.
Manhattan Bridge Capital made up 0.5% of Frazier Financial Advisors's portfolio in Q1 2026, its #23 holding.
Frazier Financial Advisors first reported a position in Manhattan Bridge Capital in Q4 2023 and has held it in 8 quarters since.
47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.