OFP
LOAN

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
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

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OLIO Financial Planning's LOAN Position: Q2 2026 in Review

OLIO Financial Planning reduced its Manhattan Bridge Capital (LOAN) stake by 5.4% in Q2 2026, selling an estimated $15K and leaving 59,563 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #66.

OLIO Financial Planning first reported a position in LOAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q4 2025. 14 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • OLIO Financial Planning held 59,563 shares of Manhattan Bridge Capital worth $59.6K as of Q2 2026.
  • OLIO Financial Planning sold 3,421 Manhattan Bridge Capital shares in Q2 2026, an estimated $15K.
  • Manhattan Bridge Capital made up 0.01% of OLIO Financial Planning's portfolio in Q2 2026, its #66 holding.
  • OLIO Financial Planning first reported a position in Manhattan Bridge Capital in Q4 2024 and has held it in 7 quarters since.
  • OLIO Financial Planning's Manhattan Bridge Capital position peaked at $306K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.