SPIA
LOAN

Steward Partners Investment Advisory’s Manhattan Bridge Capital LOAN Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-3,263
Closed -$19.3K – 4202
2025
Q1 		$19.3K Buy
3,263
+3,063
+1,532% +$17.2K ﹤0.01% 2821
2024
Q4 		$1.12K Buy
+200
New +$1.09K ﹤0.01% 3739

Other funds holding LOAN

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Steward Partners Investment Advisory's LOAN Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Manhattan Bridge Capital (LOAN) in Q2 2025, closing a stake of 3,263 shares — an estimated $19.3K sold.

Steward Partners Investment Advisory first reported a position in LOAN in Q4 2024 and held it in 2 quarters. The position peaked at $19.3K in Q1 2025. 43 funds tracked by Wall St. Rank hold LOAN as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Manhattan Bridge Capital position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,263 Manhattan Bridge Capital shares in Q2 2025, an estimated $19.3K.
  • Steward Partners Investment Advisory first reported a position in Manhattan Bridge Capital in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Manhattan Bridge Capital position peaked at $19.3K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.