Morgan Stanley
LOAN

Morgan Stanley’s Manhattan Bridge Capital LOAN Stock Holding History

Morgan Stanley’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 		$179K Buy
40,255
+26,125
+185% +$116K ﹤0.01% 5920
2025
Q4 		$65.7K Sell
14,130
-2,001
-12% -$9.91K ﹤0.01% 6351
2025
Q3 		$88.5K Buy
16,131
+1
+0% +$5 ﹤0.01% 6208
2025
Q2 		$88.2K Hold
16,130
– – ﹤0.01% 6180
2025
Q1 		$95.3K Buy
16,130
+1,621
+11% +$9.12K ﹤0.01% 6032
2024
Q4 		$81.3K Buy
14,509
+699
+5% +$3.82K ﹤0.01% 6137
2024
Q3 		$76.9K Buy
13,810
+5,809
+73% +$30.6K ﹤0.01% 6093
2024
Q2 		$41.1K Sell
8,001
-1,412
-15% -$7.22K ﹤0.01% 6230
2024
Q1 		$47.6K Sell
9,413
-9,413
-50% -$45.2K ﹤0.01% 6230
2023
Q4 		$93.6K Buy
18,826
+9,414
+100% +$43.9K ﹤0.01% 6184
2023
Q3 		$45.2K Sell
9,412
-1,739
-16% -$8.35K ﹤0.01% 6206
2023
Q2 		$56.3K Sell
11,151
-660
-6% -$3.28K ﹤0.01% 6168
2023
Q1 		$61.1K Buy
11,811
+6,000
+103% +$33.3K ﹤0.01% 6205
2022
Q4 		$31K Buy
5,811
+1,412
+32% +$7.84K ﹤0.01% 6502
2022
Q3 		$25K Sell
4,399
-1,000
-19% -$5.56K ﹤0.01% 6689
2022
Q2 		$30K Sell
5,399
-1,913
-26% -$10.8K ﹤0.01% 6835
2022
Q1 		$46K Sell
7,312
-3,504
-32% -$20.3K ﹤0.01% 6746
2021
Q4 		$59K Buy
10,816
+5,155
+91% +$31.5K ﹤0.01% 6734
2021
Q3 		$38K Buy
5,661
+1
+0% +$6 ﹤0.01% 6832
2021
Q2 		$44K Hold
5,660
– – ﹤0.01% 6718
2021
Q1 		$35K Hold
5,660
– – ﹤0.01% 6515
2020
Q4 		$29K Buy
5,660
+1,000
+21% +$4.73K ﹤0.01% 6337
2020
Q3 		$20K Hold
4,660
– – ﹤0.01% 6064
2020
Q2 		$22K Hold
4,660
– – ﹤0.01% 5982
2020
Q1 		$19K Sell
4,660
-27,000
-85% -$152K ﹤0.01% 5830
2019
Q4 		$201K Sell
31,660
-7
-0% -$44 ﹤0.01% 5409
2019
Q3 		$204K Buy
31,667
+25,667
+428% +$160K ﹤0.01% 5125
2019
Q2 		$38K Sell
6,000
-100
-2% -$615 ﹤0.01% 5714
2019
Q1 		$39K Sell
6,100
-36
-0.6% -$223 ﹤0.01% 5771
2018
Q4 		$35K Sell
6,136
-91
-1% -$546 ﹤0.01% 5859
2018
Q3 		$39K Buy
6,227
+226
+4% +$1.54K ﹤0.01% 5944
2018
Q2 		$45K Buy
+6,001
New +$43.6K ﹤0.01% 5937
2017
Q3 		– Sell
-8
Closed – – 6570
2017
Q2 		$0 Sell
8
-3,968
-100% -$21.3K ﹤0.01% 6620
2017
Q1 		$24K Buy
3,976
+3,804
+2,212% +$24.5K ﹤0.01% 6030
2016
Q4 		$1K Buy
+172
New +$1.17K ﹤0.01% 6442
2016
Q2 		– Sell
-3,813
Closed -$17K – 6586
2016
Q1 		$17K Buy
3,813
+3,800
+29,231% +$15.7K ﹤0.01% 5971
2015
Q4 		$0 Buy
+13
New +$55 ﹤0.01% 6735
2015
Q3 		– Sell
-7,658
Closed -$34K – 6669
2015
Q2 		$34K Buy
7,658
+7,648
+76,480% +$32.9K ﹤0.01% 5995
2015
Q1 		$0 Hold
10
– – ﹤0.01% 6602
2014
Q4 		$0 Hold
10
– – ﹤0.01% 6619
2014
Q3 		$0 Buy
10
+3
+43% +$8 ﹤0.01% 6616
2014
Q2 		$0 Hold
7
– – ﹤0.01% 6558
2014
Q1 		$0 Buy
+7
New +$13 ﹤0.01% 6507

Other funds holding LOAN

MW
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley's LOAN Position: Q1 2026 in Review

Morgan Stanley increased its Manhattan Bridge Capital (LOAN) stake by 185% in Q1 2026, buying an estimated $116K and bringing the position to 40,255 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #5920.

Morgan Stanley first reported a position in LOAN in Q1 2014 and has held it in 43 quarters since. The position peaked at $204K in Q3 2019. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • Morgan Stanley held 40,255 shares of Manhattan Bridge Capital worth $179K as of Q1 2026.
  • Morgan Stanley bought 26,125 Manhattan Bridge Capital shares in Q1 2026, an estimated $116K.
  • Manhattan Bridge Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5920 holding.
  • Morgan Stanley first reported a position in Manhattan Bridge Capital in Q1 2014 and has held it in 43 quarters since.
  • Morgan Stanley's Manhattan Bridge Capital position peaked at $204K in Q3 2019.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.