Kovitz Investment Group Partners
LOAN

Kovitz Investment Group Partners’s Manhattan Bridge Capital LOAN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-100,000
Closed -$100K – 952
2025
Q3 		$100K Buy
+100,000
New +$544K ﹤0.01% 1371

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FFA
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BFIM
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OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners's LOAN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Manhattan Bridge Capital (LOAN) in Q4 2025, closing a stake of 100,000 shares — an estimated $100K sold.

Kovitz Investment Group Partners first reported a position in LOAN in Q3 2025 and held it in 1 quarter. The position peaked at $100K in Q3 2025. 46 funds tracked by Wall St. Rank hold LOAN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Manhattan Bridge Capital position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 100,000 Manhattan Bridge Capital shares in Q4 2025, an estimated $100K.
  • Kovitz Investment Group Partners first reported a position in Manhattan Bridge Capital in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Manhattan Bridge Capital position peaked at $100K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.