OLIO Financial Planning’s Manhattan Bridge Capital LOAN Stock Holding History

OLIO Financial Planning’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 Q3	$50.8K	Sell	50,837 -8,726	-15%	-$35.9K	0.01%	69
2026 Q2	$59.6K	Sell	59,563 -3,421	-5%	-$15K	0.01%	66
2026 Q1	$63K	Sell	62,984 -2,891	-4%	-$12.9K	0.02%	70
2025 Q4	$306K	Sell	65,875 -3,233	-5%	-$16K	0.09%	53
2025 Q3	$69.1K	Sell	69,108 -3,690	-5%	-$20.1K	0.02%	67
2025 Q2	$72.8K	Buy	72,798 +48,230	+196%	+$251K	0.02%	64
2025 Q1	$24.6K	Buy	24,568 +3,665	+18%	+$20.6K	0.01%	59
2024 Q4	$20.9K	Buy	+20,903	New	+$114K	0.01%	59

Other funds holding LOAN

Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Frazier Financial Advisors Columbus, Ohio $210M AUM 14.31% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

OLIO Financial Planning's LOAN Position: Q3 2026 in Review

OLIO Financial Planning reduced its Manhattan Bridge Capital (LOAN) stake by 15% in Q3 2026, selling an estimated $35.9K and leaving 50,837 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #69.

OLIO Financial Planning first reported a position in LOAN in Q4 2024 and has held it in 8 quarters since. The position peaked at $306K in Q4 2025. 41 funds tracked by Wall St. Rank hold LOAN as of Q3 2026.

OLIO Financial Planning held 50,837 shares of Manhattan Bridge Capital worth $50.8K as of Q3 2026.
OLIO Financial Planning sold 8,726 Manhattan Bridge Capital shares in Q3 2026, an estimated $35.9K.
Manhattan Bridge Capital made up 0.01% of OLIO Financial Planning's portfolio in Q3 2026, its #69 holding.
OLIO Financial Planning first reported a position in Manhattan Bridge Capital in Q4 2024 and has held it in 8 quarters since.
OLIO Financial Planning's Manhattan Bridge Capital position peaked at $306K in Q4 2025.
41 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.