PWPS
LOAN

Pinnacle Wealth Planning Services’s Manhattan Bridge Capital LOAN Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-103,083
Closed -$103K – 2809
2025
Q4 		$103K Buy
+103,083
New +$511K 0.01% 770
2024
Q4 		– Sell
-147,352
Closed -$147K – 491
2024
Q3 		$147K Buy
147,352
+10,191
+7% +$53.8K 0.02% 485
2024
Q2 		$137K Sell
137,161
-4,333
-3% -$22.2K 0.02% 454
2024
Q1 		$141K Buy
141,494
+28,048
+25% +$135K 0.02% 460
2023
Q4 		$113K Buy
113,446
+62,385
+122% +$291K 0.02% 450
2023
Q3 		$51.1K Buy
51,061
+9,553
+23% +$45.9K 0.01% 441
2023
Q2 		$41.5K Sell
41,508
-44,084
-52% -$219K 0.01% 454
2023
Q1 		$85.6K Sell
85,592
-6,573
-7% -$36.5K 0.01% 444
2022
Q4 		$92.2K Sell
92,165
-17,020
-16% -$94.5K 0.02% 405
2022
Q3 		$109K Buy
109,185
+75,662
+226% +$420K 0.02% 359
2022
Q2 		$34K Sell
33,523
-6,199
-16% -$34.9K 0.01% 415
2022
Q1 		$40K Sell
39,722
-6,135
-13% -$35.5K 0.01% 428
2021
Q4 		$46K Sell
45,857
-4,143
-8% -$25.3K 0.01% 421
2021
Q3 		$50K Buy
+50,000
New +$324K 0.01% 374
2021
Q1 		– Sell
-108,914
Closed -$109K – 1246
2020
Q4 		$109K Sell
108,914
-3,629
-3% -$17.2K 0.03% 434
2020
Q3 		$113K Sell
112,543
-2,646
-2% -$11.3K 0.04% 260
2020
Q2 		$115K Buy
115,189
+99,264
+623% +$414K 0.04% 247
2020
Q1 		$15K Buy
+15,925
New +$89.4K 0.01% 233

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

Pinnacle Wealth Planning Services's LOAN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Manhattan Bridge Capital (LOAN) in Q1 2026, closing a stake of 103,083 shares — an estimated $103K sold.

Pinnacle Wealth Planning Services first reported a position in LOAN in Q1 2020 and held it in 18 quarters. The position peaked at $147K in Q3 2024. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Manhattan Bridge Capital position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 103,083 Manhattan Bridge Capital shares in Q1 2026, an estimated $103K.
  • Pinnacle Wealth Planning Services first reported a position in Manhattan Bridge Capital in Q1 2020 and held it in 18 quarters.
  • Pinnacle Wealth Planning Services's Manhattan Bridge Capital position peaked at $147K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.