BEESE FULMER INVESTMENT MANAGEMENT, INC. LOAN — MANHATTAN BRDG CAP INC COM

Ownership history in BEESE FULMER INVESTMENT MANAGEMENT, INC.  ·  9 quarters on record

AI Ownership Summary

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported MANHATTAN BRDG CAP INC COM (LOAN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows LOAN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEESE FULMER INVESTMENT MANAGEMENT, INC.'s position in MANHATTAN BRDG CAP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LOAN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LOAN stock page BEESE FULMER INVESTMENT MANAGEMENT, INC. fund profile BEESE FULMER INVESTMENT MANAGEMENT, INC. full holdings
How BEESE FULMER INVESTMENT MANAGEMENT, INC. held LOAN — position size vs. price
% of Fund (quarterly)    LOAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 11.9% -12.0% ✅ 107,881 -14,579 -11.9% 0.01% $108K 2026-07-29 $4.20
2026 Q1 REDUCED 64.3% +3.1% ❌ 122,460 -220,916 -64.3% 0.01% $122K 2026-04-16 $4.51
2025 Q4 ADDED — — — 343,376 +229,244 +200.9% 0.02% $343K 2026-02-05 $4.29
2025 Q3 REDUCED 6.8% -10.8% ✅ 114,132 -8,355 -6.8% 0.01% $114K 2025-11-13 $4.57
2025 Q2 ADDED — — — 122,487 +1,691 +1.4% 0.01% $122K 2025-08-07 $5.09
2025 Q1 REDUCED 15.3% -5.4% ✅ 120,796 -21,801 -15.3% 0.01% $121K 2025-04-08 $4.34
2024 Q4 ADDED — — — 142,597 +12,616 +9.7% 0.01% $143K 2025-01-28 $4.90
2024 Q3 ADDED — — — 129,981 +45,222 +53.4% 0.01% $130K 2024-10-22 $4.58
2024 Q2 INITIATED — — — 84,759 — — 0.01% $85K 2024-07-03 $4.33

🏢 Other funds also holding LOAN

As of 2026 Q2 — sorted by position size

Melia Wealth LLC 1.14% Frazier Financial Advisors, LLC 0.49% SHUFRO ROSE & CO LLC 3Y 7Y 0.06% DWR WEALTH MANAGEMENT, LLC 0.04% Schneider Downs Wealth Management Advisors, LP 3Y 7Y 0.02% OLIO Financial Planning 3Y 0.01% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.01% Gen-Wealth Partners Inc 0.01% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.01% CARY STREET PARTNERS FINANCIAL LLC 0.01%

FAQ About BEESE FULMER INVESTMENT MANAGEMENT, INC. and LOAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEESE FULMER INVESTMENT MANAGEMENT, INC. reported owning LOAN?

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported LOAN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported LOAN position in BEESE FULMER INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for LOAN was 0.02% in 2025 Q4.

What is the latest reported LOAN position on this page?

The most recent filing on this page is 2026 Q2, when BEESE FULMER INVESTMENT MANAGEMENT, INC. reported 107,881 shares, equal to 0.01% of portfolio, with an estimated market value of $108K.

What does the chart on this LOAN ownership page compare?

The chart compares BEESE FULMER INVESTMENT MANAGEMENT, INC.'s quarterly LOAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEESE FULMER INVESTMENT MANAGEMENT, INC. time their LOAN position?

Based on 13F filing dates vs. subsequent LOAN price moves, BEESE FULMER INVESTMENT MANAGEMENT, INC. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on LOAN relative to SPY over the holding period was +847.7%.

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