SRC
LOAN

Shufro Rose & Co’s Manhattan Bridge Capital LOAN Stock Holding History

Shufro Rose & Co’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 		$969K Hold
217,785
– – 0.07% 124
2025
Q4 		$1.01M Buy
217,785
+2,500
+1% +$12.4K 0.07% 118
2025
Q3 		$1.27M Hold
215,285
– – 0.1% 104
2025
Q2 		$1.27M Sell
215,285
-500
-0.2% -$2.6K 0.1% 104
2025
Q1 		$1.28M Sell
215,785
-1,000
-0.5% -$5.63K 0.1% 104
2024
Q4 		$1.21M Hold
216,785
– – 0.09% 105
2024
Q3 		$1.11M Hold
216,785
– – 0.09% 110
2024
Q2 		$1.11M Buy
216,785
+900
+0.4% +$4.6K 0.09% 110
2024
Q1 		$1.09M Sell
215,885
-3,500
-2% -$16.8K 0.09% 108
2023
Q4 		$1.05M Hold
219,385
– – 0.1% 110
2023
Q3 		$1.05M Buy
219,385
+400
+0.2% +$1.92K 0.1% 110
2023
Q2 		$1.11M Buy
218,985
+3,500
+2% +$17.4K 0.1% 108
2023
Q1 		$1.12M Buy
215,485
+17,675
+9% +$98.2K 0.1% 112
2022
Q4 		$1.05M Buy
197,810
+4,000
+2% +$22.2K 0.09% 112
2022
Q3 		$1.09M Hold
193,810
– – 0.11% 101
2022
Q2 		$1.08M Buy
193,810
+6,000
+3% +$33.8K 0.09% 107
2022
Q1 		$1.19M Buy
187,810
+41,466
+28% +$240K 0.09% 112
2021
Q4 		$805K Buy
146,344
+4,000
+3% +$24.4K 0.06% 137
2021
Q3 		$968K Buy
142,344
+31,219
+28% +$202K 0.08% 121
2021
Q2 		$872K Sell
111,125
-5,000
-4% -$32.7K 0.07% 124
2021
Q1 		$708K Hold
116,125
– – 0.06% 138
2020
Q4 		$605K Hold
116,125
– – 0.05% 147
2020
Q3 		$506K Buy
116,125
+2,000
+2% +$8.57K 0.05% 154
2020
Q2 		$532K Hold
114,125
– – 0.05% 145
2020
Q1 		$467K Buy
114,125
+3,000
+3% +$16.8K 0.06% 147
2019
Q4 		$707K Buy
111,125
+1,500
+1% +$9.46K 0.06% 141
2019
Q3 		$706K Buy
109,625
+14,000
+15% +$87.3K 0.07% 131
2019
Q2 		$612K Buy
95,625
+23,700
+33% +$146K 0.06% 143
2019
Q1 		$457K Sell
71,925
-100
-0.1% -$620 0.05% 165
2018
Q4 		$405K Buy
72,025
+27,473
+62% +$165K 0.04% 176
2018
Q3 		$285K Sell
44,552
-1,000
-2% -$6.8K 0.03% 232
2018
Q2 		$344K Buy
45,552
+1,027
+2% +$7.46K 0.03% 210
2018
Q1 		$309K Buy
44,525
+4,500
+11% +$27.8K 0.03% 222
2017
Q4 		$238K Hold
40,025
– – 0.02% 245
2017
Q3 		$234K Buy
40,025
+7,100
+22% +$40.3K 0.02% 250
2017
Q2 		$196K Buy
32,925
+3,000
+10% +$16.1K 0.02% 245
2017
Q1 		$177K Hold
29,925
– – 0.02% 247
2016
Q4 		$227K Sell
29,925
-750
-2% -$5.09K 0.03% 228
2016
Q3 		$220K Sell
30,675
-7,500
-20% -$44.9K 0.02% 234
2016
Q2 		$203K Hold
38,175
– – 0.02% 238
2016
Q1 		$166K Hold
38,175
– – 0.02% 246
2015
Q4 		$167K Hold
38,175
– – 0.02% 232
2015
Q3 		$156K Buy
38,175
+1,500
+4% +$6.04K 0.02% 234
2015
Q2 		$161K Sell
36,675
-2,300
-6% -$9.88K 0.02% 234
2015
Q1 		$154K Sell
38,975
-6,000
-13% -$22.4K 0.02% 243
2014
Q4 		$181K Hold
44,975
– – 0.02% 238
2014
Q3 		$126K Buy
44,975
+11,000
+32% +$30.8K 0.01% 248
2014
Q2 		$114K Hold
33,975
– – 0.01% 247
2014
Q1 		$66K Hold
33,975
– – 0.01% 253
2013
Q4 		$58K Hold
33,975
– – 0.01% 256
2013
Q3 		$64K Hold
33,975
– – 0.01% 241
2013
Q2 		$56K Buy
+33,975
New +$48.6K 0.01% 250

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shufro Rose & Co's LOAN Position: Q1 2026 in Review

Shufro Rose & Co held its Manhattan Bridge Capital (LOAN) position steady in Q1 2026 at 217,785 shares worth $969K. The position accounts for 0.07% of the portfolio, ranked #124.

Shufro Rose & Co first reported a position in LOAN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.28M in Q1 2025. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • Shufro Rose & Co held 217,785 shares of Manhattan Bridge Capital worth $969K as of Q1 2026.
  • Shufro Rose & Co left its Manhattan Bridge Capital share count unchanged in Q1 2026.
  • Manhattan Bridge Capital made up 0.07% of Shufro Rose & Co's portfolio in Q1 2026, its #124 holding.
  • Shufro Rose & Co first reported a position in Manhattan Bridge Capital in Q2 2013 and has held it in 52 quarters since.
  • Shufro Rose & Co's Manhattan Bridge Capital position peaked at $1.28M in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.