UBS Group
LOAN

UBS Group’s Manhattan Bridge Capital LOAN Stock Holding History

UBS Group’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 		$6.16K Buy
1,384
+445
+47% +$1.98K ﹤0.01% 8713
2025
Q4 		$4.37K Buy
939
+2
+0.2% +$10 ﹤0.01% 8848
2025
Q3 		$5.14K Hold
937
– – ﹤0.01% 8895
2025
Q2 		$5.13K Sell
937
-1,901
-67% -$9.88K ﹤0.01% 9209
2025
Q1 		$16.8K Buy
2,838
+2,502
+745% +$14.1K ﹤0.01% 8343
2024
Q4 		$1.88K Sell
336
-428
-56% -$2.34K ﹤0.01% 9150
2024
Q3 		$4.25K Buy
764
+375
+96% +$1.98K ﹤0.01% 8163
2024
Q2 		$2K Sell
389
-2,483
-86% -$12.7K ﹤0.01% 8443
2024
Q1 		$14.5K Sell
2,872
-2,657
-48% -$12.8K ﹤0.01% 7062
2023
Q4 		$27.5K Buy
+5,529
New +$25.8K ﹤0.01% 6896
2023
Q3 		– Sell
-493
Closed -$2.49K – 9753
2023
Q2 		$2.49K Sell
493
-1,320
-73% -$6.55K ﹤0.01% 7745
2023
Q1 		$9.39K Buy
+1,813
New +$10.1K ﹤0.01% 7662
2022
Q4 		– Sell
-86
Closed – – 10971
2022
Q3 		$0 Sell
86
-4,932
-98% -$27.4K ﹤0.01% 10670
2022
Q2 		$28K Buy
5,018
+1,640
+49% +$9.23K ﹤0.01% 6470
2022
Q1 		$21K Sell
3,378
-4,323
-56% -$25K ﹤0.01% 7395
2021
Q4 		$42K Buy
7,701
+5,972
+345% +$36.4K ﹤0.01% 7070
2021
Q3 		$12K Sell
1,729
-1,413
-45% -$9.15K ﹤0.01% 7771
2021
Q2 		$25K Buy
+3,142
New +$20.5K ﹤0.01% 7108
2021
Q1 		– Sell
-538
Closed -$3K – 9272
2020
Q4 		$3K Sell
538
-3,332
-86% -$15.8K ﹤0.01% 8009
2020
Q3 		$17K Buy
+3,870
New +$16.6K ﹤0.01% 6442
2020
Q2 		– Sell
-184
Closed -$1K – 8173
2020
Q1 		$1K Sell
184
-3,007
-94% -$16.9K ﹤0.01% 7773
2019
Q4 		$20K Buy
3,191
+1,891
+145% +$11.9K ﹤0.01% 6880
2019
Q3 		$8K Sell
1,300
-4,469
-77% -$27.9K ﹤0.01% 7282
2019
Q2 		$37K Buy
5,769
+1,742
+43% +$10.7K ﹤0.01% 6164
2019
Q1 		$26K Sell
4,027
-1,034
-20% -$6.41K ﹤0.01% 6065
2018
Q4 		$28K Buy
5,061
+2,997
+145% +$18K ﹤0.01% 6533
2018
Q3 		$13K Buy
2,064
+90
+5% +$612 ﹤0.01% 7032
2018
Q2 		$15K Buy
+1,974
New +$14.3K ﹤0.01% 6892
2017
Q1 		– Sell
-1,492
Closed -$11K – 7819
2016
Q4 		$11K Buy
+1,492
New +$10.1K ﹤0.01% 6864
2015
Q2 		– Sell
-1,393
Closed -$6K – 8686
2015
Q1 		$6K Buy
+1,393
New +$5.21K ﹤0.01% 8010

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

UBS Group's LOAN Position: Q1 2026 in Review

UBS Group increased its Manhattan Bridge Capital (LOAN) stake by 47% in Q1 2026, buying an estimated $1.98K and bringing the position to 1,384 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #8713.

UBS Group first reported a position in LOAN in Q1 2015 and has held it in 30 quarters since. The position peaked at $42K in Q4 2021. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

  • UBS Group held 1,384 shares of Manhattan Bridge Capital worth $6.16K as of Q1 2026.
  • UBS Group bought 445 Manhattan Bridge Capital shares in Q1 2026, an estimated $1.98K.
  • Manhattan Bridge Capital made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8713 holding.
  • UBS Group first reported a position in Manhattan Bridge Capital in Q1 2015 and has held it in 30 quarters since.
  • UBS Group's Manhattan Bridge Capital position peaked at $42K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.