Moneta Group Investment Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Moneta Group Investment Advisors’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	$122K	Sell	27,318 -3,992	-13%	-$17.8K	﹤0.01%	780
2025 Q4	$146K	Buy	31,310 +13,139	+72%	+$65.1K	﹤0.01%	785
2025 Q3	$99.7K	Sell	18,171 -1,754	-9%	-$9.54K	﹤0.01%	775
2025 Q2	$109K	Sell	19,925 -98,164	-83%	-$510K	﹤0.01%	688
2025 Q1	$698K	Buy	118,089 +90,296	+325%	+$508K	0.01%	347
2024 Q4	$156K	Sell	27,793 -98,238	-78%	-$537K	﹤0.01%	643
2024 Q3	$702K	Buy	126,031 +101,329	+410%	+$535K	0.01%	340
2024 Q2	$127K	Buy	24,702 +7,168	+41%	+$36.7K	﹤0.01%	587
2024 Q1	$88.7K	Sell	17,534 -25,940	-60%	-$125K	﹤0.01%	588
2023 Q4	$41.4K	Buy	43,474 +25,096	+137%	+$117K	﹤0.01%	556
2023 Q3	$88.2K	Sell	18,378 -211	-1%	-$1.01K	﹤0.01%	507
2023 Q2	$93.9K	Buy	18,589 +9,218	+98%	+$45.8K	﹤0.01%	528
2023 Q1	$48.5K	Sell	9,371 -36,969	-80%	-$205K	﹤0.01%	523
2022 Q4	$273K	Sell	46,340 -7,206	-13%	-$40K	0.01%	388
2022 Q3	$302K	Buy	53,546 +43,725	+445%	+$243K	0.01%	351
2022 Q2	$55K	Sell	9,821 -19,943	-67%	-$112K	﹤0.01%	459
2022 Q1	$189K	Buy	29,764 +16,128	+118%	+$93.4K	0.01%	430
2021 Q4	$75K	Buy	+13,636	New	+$83.2K	﹤0.01%	465
2020 Q3	–	Sell	-27,468	Closed	-$128K	–	282
2020 Q2	$128K	Sell	27,468 -2,850	-9%	-$11.9K	0.01%	247
2020 Q1	$124K	Sell	30,318 -1,915	-6%	-$10.7K	0.01%	224
2019 Q4	$205K	Buy	32,233 +1,643	+5%	+$10.4K	0.02%	238
2019 Q3	$197K	Sell	30,590 -24,879	-45%	-$155K	0.02%	241
2019 Q2	$355K	Sell	55,469 -4,846	-8%	-$29.8K	0.04%	181
2019 Q1	$383K	Buy	60,315 +43,767	+264%	+$271K	0.04%	161
2018 Q4	$93K	Buy	16,548 +9,780	+145%	+$58.7K	0.01%	203
2018 Q3	$43K	Sell	6,768 -12,442	-65%	-$84.6K	﹤0.01%	233
2018 Q2	$145K	Sell	19,210 -184,875	-91%	-$1.34M	0.02%	266
2018 Q1	$204K	Buy	204,085 +21,834	+12%	+$135K	0.03%	195
2017 Q4	$182K	Buy	182,251 +949	+0.5%	+$5.61K	0.03%	202
2017 Q3	$181K	Buy	181,302 +111,434	+159%	+$633K	0.03%	194
2017 Q2	$70K	Buy	+69,868	New	+$375K	0.01%	182

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

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

Moneta Group Investment Advisors's LOAN Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Manhattan Bridge Capital (LOAN) stake by 13% in Q1 2026, selling an estimated $17.8K and leaving 27,318 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Moneta Group Investment Advisors first reported a position in LOAN in Q2 2017 and has held it in 31 quarters since. The position peaked at $702K in Q3 2024. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

Moneta Group Investment Advisors held 27,318 shares of Manhattan Bridge Capital worth $122K as of Q1 2026.
Moneta Group Investment Advisors sold 3,992 Manhattan Bridge Capital shares in Q1 2026, an estimated $17.8K.
Manhattan Bridge Capital made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #780 holding.
Moneta Group Investment Advisors first reported a position in Manhattan Bridge Capital in Q2 2017 and has held it in 31 quarters since.
Moneta Group Investment Advisors's Manhattan Bridge Capital position peaked at $702K in Q3 2024.
47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.