KAS
LOAN

Kestra Advisory Services’s Manhattan Bridge Capital LOAN Stock Holding History

Kestra Advisory Services’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 		$108K Sell
23,877
-2,000
-8% -$8.74K ﹤0.01% 3176
2026
Q1 		$115K Hold
25,877
– – ﹤0.01% 3014
2025
Q4 		$120K Buy
25,877
+12,553
+94% +$62.2K ﹤0.01% 3277
2025
Q3 		$73.1K Hold
13,324
– – ﹤0.01% 2839
2025
Q2 		$72.9K Sell
13,324
-2,000
-13% -$10.4K ﹤0.01% 2754
2025
Q1 		$90.6K Hold
15,324
– – ﹤0.01% 2605
2024
Q4 		$85.8K Buy
+15,324
New +$83.7K ﹤0.01% 2580

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
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

Kestra Advisory Services's LOAN Position: Q2 2026 in Review

Kestra Advisory Services reduced its Manhattan Bridge Capital (LOAN) stake by 7.7% in Q2 2026, selling an estimated $8.74K and leaving 23,877 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Kestra Advisory Services first reported a position in LOAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q4 2025. 14 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Kestra Advisory Services held 23,877 shares of Manhattan Bridge Capital worth $108K as of Q2 2026.
  • Kestra Advisory Services sold 2,000 Manhattan Bridge Capital shares in Q2 2026, an estimated $8.74K.
  • Manhattan Bridge Capital made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3176 holding.
  • Kestra Advisory Services first reported a position in Manhattan Bridge Capital in Q4 2024 and has held it in 7 quarters since.
  • Kestra Advisory Services's Manhattan Bridge Capital position peaked at $120K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.