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 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 $174M AUM 9.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 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 Malvern, Pennsylvania $454B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Frazier Financial Advisors's LOAN Position: Q2 2026 in Review

Frazier Financial Advisors increased its Manhattan Bridge Capital (LOAN) stake by 5.3% in Q2 2026, buying an estimated $47.4K and bringing the position to 214,700 shares worth $970K. The position accounts for 0.49% of the portfolio, ranked #21.

Frazier Financial Advisors first reported a position in LOAN in Q4 2023 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

Frazier Financial Advisors held 214,700 shares of Manhattan Bridge Capital worth $970K as of Q2 2026.
Frazier Financial Advisors bought 10,834 Manhattan Bridge Capital shares in Q2 2026, an estimated $47.4K.
Manhattan Bridge Capital made up 0.49% of Frazier Financial Advisors's portfolio in Q2 2026, its #21 holding.
Frazier Financial Advisors first reported a position in Manhattan Bridge Capital in Q4 2023 and has held it in 9 quarters since.
43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.