James Investment Research’s Manhattan Bridge Capital LOAN Stock Holding History

James Investment Research’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	$95.8K	Hold	21,186	–	–	0.01%	357
2026 Q1	$94.3K	Hold	21,186	–	–	0.01%	342
2025 Q4	$98.5K	Hold	21,186	–	–	0.01%	344
2025 Q3	$116K	Hold	21,186	–	–	0.01%	334
2025 Q2	$116K	Buy	21,186 +1,800	+9%	+$9.36K	0.01%	314
2025 Q1	$115K	Hold	19,386	–	–	0.01%	304
2024 Q4	$109K	Hold	19,386	–	–	0.01%	309
2024 Q3	$108K	Hold	19,386	–	–	0.01%	310
2024 Q2	$99.6K	Hold	19,386	–	–	0.01%	304
2024 Q1	$98.1K	Hold	19,386	–	–	0.01%	304
2023 Q4	$96.3K	Hold	19,386	–	–	0.01%	289
2023 Q3	$93.1K	Hold	19,386	–	–	0.01%	272
2023 Q2	$97.9K	Hold	19,386	–	–	0.01%	269
2023 Q1	$100K	Hold	19,386	–	–	0.01%	305
2022 Q4	$103K	Hold	19,386	–	–	0.01%	297
2022 Q3	$109K	Hold	19,386	–	–	0.02%	298
2022 Q2	$109K	Hold	19,386	–	–	0.01%	301
2022 Q1	$123K	Hold	19,386	–	–	0.01%	304
2021 Q4	$107K	Sell	19,386 -1,220	-6%	-$7.45K	0.01%	329
2021 Q3	$140K	Hold	20,606	–	–	0.01%	312
2021 Q2	$162K	Buy	20,606 +7,056	+52%	+$46.1K	0.01%	309
2021 Q1	$83K	Hold	13,550	–	–	0.01%	340
2020 Q4	$71K	Buy	13,550 +1,000	+8%	+$4.73K	0.01%	343
2020 Q3	$55K	Hold	12,550	–	–	0.01%	324
2020 Q2	$58K	Hold	12,550	–	–	0.01%	313
2020 Q1	$51K	Hold	12,550	–	–	0.01%	307
2019 Q4	$80K	Hold	12,550	–	–	0.01%	338
2019 Q3	$81K	Hold	12,550	–	–	0.01%	376
2019 Q2	$80K	Sell	12,550 -1,000	-7%	-$6.15K	0.01%	458
2019 Q1	$86K	Hold	13,550	–	–	0.01%	593
2018 Q4	$77K	Hold	13,550	–	–	﹤0.01%	600
2018 Q3	$86K	Hold	13,550	–	–	﹤0.01%	630
2018 Q2	$103K	Hold	13,550	–	–	﹤0.01%	618
2018 Q1	$94K	Hold	13,550	–	–	﹤0.01%	610
2017 Q4	$81K	Hold	13,550	–	–	﹤0.01%	609
2017 Q3	$79K	Hold	13,550	–	–	﹤0.01%	593
2017 Q2	$81K	Hold	13,550	–	–	﹤0.01%	562
2017 Q1	$80K	Hold	13,550	–	–	﹤0.01%	499
2016 Q4	$103K	Hold	13,550	–	–	﹤0.01%	360
2016 Q3	$97K	Hold	13,550	–	–	﹤0.01%	360
2016 Q2	$72K	Buy	13,550 +1,000	+8%	+$4.46K	﹤0.01%	337
2016 Q1	$55K	Hold	12,550	–	–	﹤0.01%	332
2015 Q4	$55K	Hold	12,550	–	–	﹤0.01%	347
2015 Q3	$51K	Hold	12,550	–	–	﹤0.01%	344
2015 Q2	$55K	Hold	12,550	–	–	﹤0.01%	354
2015 Q1	$50K	Hold	12,550	–	–	﹤0.01%	383
2014 Q4	$51K	Buy	12,550 +4,320	+52%	+$13.2K	﹤0.01%	381
2014 Q3	$23K	Hold	8,230	–	–	﹤0.01%	435
2014 Q2	$28K	Hold	8,230	–	–	﹤0.01%	412
2014 Q1	$16K	Buy	8,230 +5,800	+239%	+$10.6K	﹤0.01%	452
2013 Q4	$4K	Buy	+2,430	New	+$4.57K	﹤0.01%	515

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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

OFP

OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

James Investment Research's LOAN Position: Q2 2026 in Review

James Investment Research held its Manhattan Bridge Capital (LOAN) position steady in Q2 2026 at 21,186 shares worth $95.8K. The position accounts for 0.01% of the portfolio, ranked #357.

James Investment Research first reported a position in LOAN in Q4 2013 and has held it in 51 quarters since. The position peaked at $162K in Q2 2021. 14 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

James Investment Research held 21,186 shares of Manhattan Bridge Capital worth $95.8K as of Q2 2026.
James Investment Research left its Manhattan Bridge Capital share count unchanged in Q2 2026.
Manhattan Bridge Capital made up 0.01% of James Investment Research's portfolio in Q2 2026, its #357 holding.
James Investment Research first reported a position in Manhattan Bridge Capital in Q4 2013 and has held it in 51 quarters since.
James Investment Research's Manhattan Bridge Capital position peaked at $162K in Q2 2021.
14 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.