Melia Wealth’s Manhattan Bridge Capital LOAN Stock Holding History

Melia Wealth’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	$1.97M	Sell	436,642 -4,588	-1%	-$20.1K	1.14%	15
2026 Q1	$1.96M	Sell	441,230 -6,408	-1%	-$28.5K	0.95%	17
2025 Q4	$2.08M	Buy	447,638 +11,173	+3%	+$55.3K	0.96%	17
2025 Q3	$2.39M	Buy	436,465 +57,932	+15%	+$315K	1.05%	17
2025 Q2	$2.07M	Buy	378,533 +17,615	+5%	+$91.6K	0.99%	16
2025 Q1	$2.13M	Buy	360,918 +9,778	+3%	+$55K	1.1%	15
2024 Q4	$1.97M	Buy	351,140 +10,301	+3%	+$56.3K	1.03%	15
2024 Q3	$1.9M	Buy	340,839 +73,192	+27%	+$386K	0.98%	15
2024 Q2	$1.38M	Buy	267,647 +205,486	+331%	+$1.05M	0.75%	15
2024 Q1	$315K	Buy	+62,161	New	+$299K	0.18%	17

Other funds holding LOAN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Melia Wealth's LOAN Position: Q2 2026 in Review

Melia Wealth reduced its Manhattan Bridge Capital (LOAN) stake by 1% in Q2 2026, selling an estimated $20.1K and leaving 436,642 shares worth $1.97M. The position accounts for 1.14% of the portfolio, ranked #15.

Melia Wealth first reported a position in LOAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.39M in Q3 2025. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

Melia Wealth held 436,642 shares of Manhattan Bridge Capital worth $1.97M as of Q2 2026.
Melia Wealth sold 4,588 Manhattan Bridge Capital shares in Q2 2026, an estimated $20.1K.
Manhattan Bridge Capital made up 1.14% of Melia Wealth's portfolio in Q2 2026, its #15 holding.
Melia Wealth first reported a position in Manhattan Bridge Capital in Q1 2024 and has held it in 10 quarters since.
Melia Wealth's Manhattan Bridge Capital position peaked at $2.39M in Q3 2025.
43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Melia Wealth's 13F filing for Q2 2026, filed 17 Aug 2026.