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 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Melia Wealth's LOAN Position: Q1 2026 in Review

Melia Wealth reduced its Manhattan Bridge Capital (LOAN) stake by 1.4% in Q1 2026, selling an estimated $28.5K and leaving 441,230 shares worth $1.96M. The position accounts for 0.95% of the portfolio, ranked #17.

Melia Wealth first reported a position in LOAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q3 2025. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

Melia Wealth held 441,230 shares of Manhattan Bridge Capital worth $1.96M as of Q1 2026.
Melia Wealth sold 6,408 Manhattan Bridge Capital shares in Q1 2026, an estimated $28.5K.
Manhattan Bridge Capital made up 0.95% of Melia Wealth's portfolio in Q1 2026, its #17 holding.
Melia Wealth first reported a position in Manhattan Bridge Capital in Q1 2024 and has held it in 9 quarters since.
Melia Wealth's Manhattan Bridge Capital position peaked at $2.39M in Q3 2025.
47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Melia Wealth's 13F filing for Q1 2026, filed 8 May 2026.