KWM
LOAN

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

Kingsview 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
Q2 		– Sell
-20,422
Closed -$121K – 1206
2025
Q1 		$121K Buy
+20,422
New +$115K ﹤0.01% 1063

Other funds holding LOAN

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 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
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Kingsview Wealth Management's LOAN Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q2 2025, closing a stake of 20,422 shares — an estimated $121K sold.

Kingsview Wealth Management first reported a position in LOAN in Q1 2025 and held it in 1 quarter. The position peaked at $121K in Q1 2025. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Manhattan Bridge Capital position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 20,422 Manhattan Bridge Capital shares in Q2 2025, an estimated $121K.
  • Kingsview Wealth Management first reported a position in Manhattan Bridge Capital in Q1 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's Manhattan Bridge Capital position peaked at $121K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.