IAIM
LOAN

International Assets Investment Management’s Manhattan Bridge Capital LOAN Stock Holding History

International Assets Investment 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 		$126K Buy
27,462
+196
+0.7% +$857 0.01% 1018
2026
Q1 		$124K Sell
27,266
-2,329
-8% -$10.4K 0.01% 957
2025
Q4 		$138K Buy
29,595
+2,384
+9% +$11.8K 0.01% 926
2025
Q3 		$150K Hold
27,211
– – 0.01% 779
2025
Q2 		$149K Buy
+27,211
New +$141K 0.01% 783
2025
Q1 		– Sell
-27,421
Closed -$153K – 839
2024
Q4 		$153K Sell
27,421
-119,261
-81% -$651K 0.01% 764
2024
Q3 		$26.3K Buy
146,682
+119,595
+442% +$631K 0.07% 231
2024
Q2 		$139K Buy
27,087
+1,488
+6% +$7.61K 0.01% 836
2024
Q1 		$132K Buy
25,599
+208
+0.8% +$999 0.01% 720
2023
Q4 		$126K Buy
25,391
+2,338
+10% +$10.9K 0.02% 668
2023
Q3 		$105K Buy
23,053
+3,452
+18% +$16.6K 0.01% 556
2023
Q2 		$99K Buy
19,601
+451
+2% +$2.24K 0.01% 566
2023
Q1 		$99.1K Buy
19,150
+522
+3% +$2.9K 0.01% 600
2022
Q4 		$99.3K Buy
18,628
+3,480
+23% +$19.3K 0.01% 711
2022
Q3 		$85K Sell
15,148
-7,980
-35% -$44.3K 0.02% 429
2022
Q2 		$130 Buy
23,128
+2,137
+10% +$12K 0.01% 412
2022
Q1 		$133K Buy
+20,991
New +$122K 0.02% 447
2021
Q2 		– Sell
-2,785
Closed -$15K – 1269
2021
Q1 		$15K Hold
2,785
– – ﹤0.01% 1416
2020
Q4 		$15K Buy
+2,785
New +$13.2K ﹤0.01% 1282

Other funds holding LOAN

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

International Assets Investment Management's LOAN Position: Q2 2026 in Review

International Assets Investment Management increased its Manhattan Bridge Capital (LOAN) stake by 0.72% in Q2 2026, buying an estimated $857 and bringing the position to 27,462 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #1018.

International Assets Investment Management first reported a position in LOAN in Q4 2020 and has held it in 19 quarters since. The position peaked at $153K in Q4 2024. 14 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • International Assets Investment Management held 27,462 shares of Manhattan Bridge Capital worth $126K as of Q2 2026.
  • International Assets Investment Management bought 196 Manhattan Bridge Capital shares in Q2 2026, an estimated $857.
  • Manhattan Bridge Capital made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1018 holding.
  • International Assets Investment Management first reported a position in Manhattan Bridge Capital in Q4 2020 and has held it in 19 quarters since.
  • International Assets Investment Management's Manhattan Bridge Capital position peaked at $153K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.