AHL
LDI icon

Abel Hall LLC’s loanDepot LDI Stock Holding History

Abel Hall LLC’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.8K Buy
+16,599
New +$15.4K ﹤0.01% 889

Other funds holding LDI

KCIA
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Abel Hall LLC's LDI Position: Q3 2026 in Review

Abel Hall LLC opened a new position in loanDepot (LDI) in Q3 2026: 16,599 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

16 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Abel Hall LLC held 16,599 shares of loanDepot worth $9.8K as of Q3 2026.
  • loanDepot was a new Abel Hall LLC position in Q3 2026.
  • loanDepot made up ﹤0.01% of Abel Hall LLC's portfolio in Q3 2026, its #889 holding.
  • 16 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.