HWM
LOAN

HFG Wealth Management’s Manhattan Bridge Capital LOAN Stock Holding History

HFG Wealth 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
2025
Q1 		– Sell
-15,589
Closed -$86.8K – 54
2024
Q4 		$86.8K Hold
15,589
– – 0.06% 41
2024
Q3 		$15.6K Hold
15,589
– – 0.01% 40
2024
Q2 		$15.6K Hold
15,589
– – 0.01% 40
2024
Q1 		$15.4K Hold
15,589
– – 0.01% 34
2023
Q4 		$14.8K Buy
+15,589
New +$72.6K ﹤0.01% 56
2023
Q1 		$20.7K Buy
+20,728
New +$115K ﹤0.01% 76

Other funds holding LOAN

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return

HFG Wealth Management's LOAN Position: Q1 2025 in Review

HFG Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q1 2025, closing a stake of 15,589 shares — an estimated $86.8K sold.

HFG Wealth Management first reported a position in LOAN in Q1 2023 and held it in 6 quarters. The position peaked at $86.8K in Q4 2024. 48 funds tracked by Wall St. Rank hold LOAN as of Q1 2025.

  • HFG Wealth Management reported no remaining Manhattan Bridge Capital position as of Q1 2025 after selling out during the quarter.
  • HFG Wealth Management sold 15,589 Manhattan Bridge Capital shares in Q1 2025, an estimated $86.8K.
  • HFG Wealth Management first reported a position in Manhattan Bridge Capital in Q1 2023 and held it in 6 quarters.
  • HFG Wealth Management's Manhattan Bridge Capital position peaked at $86.8K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2025.

Based on HFG Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.