LPL Financial’s Manhattan Bridge Capital LOAN Stock Holding History

LPL Financial’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 Q1	$290K	Buy	65,278 +5,280	+9%	+$23.5K	﹤0.01%	5209
2025 Q4	$279K	Sell	59,998 -12,739	-18%	-$63.1K	﹤0.01%	5200
2025 Q3	$399K	Buy	72,737 +39,810	+121%	+$217K	﹤0.01%	4816
2025 Q2	$180K	Buy	32,927 +2,522	+8%	+$13.1K	﹤0.01%	5129
2025 Q1	$180K	Buy	30,405 +214	+0.7%	+$1.2K	﹤0.01%	4901
2024 Q4	$169K	Buy	+30,191	New	+$165K	﹤0.01%	4868
2022 Q1	–	Sell	-11,035	Closed	-$61K	–	4312
2021 Q4	$61K	Sell	11,035 -4,511	-29%	-$27.5K	﹤0.01%	4210
2021 Q3	$106K	Sell	15,546 -1,676	-10%	-$10.9K	﹤0.01%	4129
2021 Q2	$135K	Buy	+17,222	New	+$113K	﹤0.01%	3998

Other funds holding LOAN

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's LOAN Position: Q1 2026 in Review

LPL Financial increased its Manhattan Bridge Capital (LOAN) stake by 8.8% in Q1 2026, buying an estimated $23.5K and bringing the position to 65,278 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #5209.

LPL Financial first reported a position in LOAN in Q2 2021 and has held it in 9 quarters since. The position peaked at $399K in Q3 2025. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

LPL Financial held 65,278 shares of Manhattan Bridge Capital worth $290K as of Q1 2026.
LPL Financial bought 5,280 Manhattan Bridge Capital shares in Q1 2026, an estimated $23.5K.
Manhattan Bridge Capital made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5209 holding.
LPL Financial first reported a position in Manhattan Bridge Capital in Q2 2021 and has held it in 9 quarters since.
LPL Financial's Manhattan Bridge Capital position peaked at $399K in Q3 2025.
47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.