IWC
LOAN

Integrated Wealth Concepts’s Manhattan Bridge Capital LOAN Stock Holding History

Integrated Wealth Concepts’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 		$11.3K Buy
+2,500
New +$10.9K ﹤0.01% 4479

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
Geode Capital Management
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
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

Integrated Wealth Concepts's LOAN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Manhattan Bridge Capital (LOAN) in Q2 2026: 2,500 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #4479 among its holdings.

44 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Integrated Wealth Concepts held 2,500 shares of Manhattan Bridge Capital worth $11.3K as of Q2 2026.
  • Manhattan Bridge Capital was a new Integrated Wealth Concepts position in Q2 2026.
  • Manhattan Bridge Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4479 holding.
  • 44 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.