Geode Capital Management
LOAN

Geode Capital Management’s Manhattan Bridge Capital LOAN Stock Holding History

Geode Capital Management’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 		$507K Sell
112,145
-13,630
-11% -$59.6K ﹤0.01% 3599
2026
Q1 		$560K Buy
125,775
+13,688
+12% +$60.9K ﹤0.01% 3545
2025
Q4 		$521K Buy
112,087
+3,046
+3% +$15.1K ﹤0.01% 3570
2025
Q3 		$602K Buy
109,041
+1,728
+2% +$9.4K ﹤0.01% 3547
2025
Q2 		$587K Sell
107,313
-794
-0.7% -$4.13K ﹤0.01% 3502
2025
Q1 		$639K Sell
108,107
-6,917
-6% -$38.9K ﹤0.01% 3456
2024
Q4 		$645K Buy
115,024
+1,106
+1% +$6.04K ﹤0.01% 3526
2024
Q3 		$635K Buy
113,918
+3,008
+3% +$15.9K ﹤0.01% 3517
2024
Q2 		$570K Buy
110,910
+9,416
+9% +$48.2K ﹤0.01% 3522
2024
Q1 		$514K Buy
101,494
+1,477
+1% +$7.1K ﹤0.01% 3601
2023
Q4 		$497K Hold
100,017
– – ﹤0.01% 3613
2023
Q3 		$480K Buy
100,017
+63
+0.1% +$303 ﹤0.01% 3618
2023
Q2 		$505K Buy
99,954
+17,732
+22% +$88K ﹤0.01% 3637
2023
Q1 		$426K Hold
82,222
– – ﹤0.01% 3704
2022
Q4 		$443K Buy
82,222
+645
+0.8% +$3.58K ﹤0.01% 3715
2022
Q3 		$460K Buy
81,577
+25,234
+45% +$140K ﹤0.01% 3763
2022
Q2 		$315K Buy
56,343
+23,898
+74% +$135K ﹤0.01% 4005
2022
Q1 		$206K Buy
32,445
+15,435
+91% +$89.4K ﹤0.01% 4365
2021
Q4 		$93K Hold
17,010
– – ﹤0.01% 4753
2021
Q3 		$115K Buy
+17,010
New +$110K ﹤0.01% 4640

Other funds holding LOAN

MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
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
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management's LOAN Position: Q2 2026 in Review

Geode Capital Management reduced its Manhattan Bridge Capital (LOAN) stake by 11% in Q2 2026, selling an estimated $59.6K and leaving 112,145 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Geode Capital Management first reported a position in LOAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $645K in Q4 2024. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Geode Capital Management held 112,145 shares of Manhattan Bridge Capital worth $507K as of Q2 2026.
  • Geode Capital Management sold 13,630 Manhattan Bridge Capital shares in Q2 2026, an estimated $59.6K.
  • Manhattan Bridge Capital made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3599 holding.
  • Geode Capital Management first reported a position in Manhattan Bridge Capital in Q3 2021 and has held it in 20 quarters since.
  • Geode Capital Management's Manhattan Bridge Capital position peaked at $645K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.