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Allworth Financial’s loanDepot LDI Stock Holding History

Allworth Financial’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
Q2 		$540 Sell
432
-464
-52% -$626 ﹤0.01% 4837
2026
Q1 		$1.27K Buy
896
+155
+21% +$319 ﹤0.01% 4503
2025
Q4 		$1.53K Buy
741
+712
+2,455% +$1.98K ﹤0.01% 4226
2025
Q3 		$90 Buy
+29
New +$67 ﹤0.01% 4688

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Allworth Financial's LDI Position: Q2 2026 in Review

Allworth Financial reduced its loanDepot (LDI) stake by 52% in Q2 2026, selling an estimated $626 and leaving 432 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #4837.

Allworth Financial first reported a position in LDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.53K in Q4 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Allworth Financial held 432 shares of loanDepot worth $540 as of Q2 2026.
  • Allworth Financial sold 464 loanDepot shares in Q2 2026, an estimated $626.
  • loanDepot made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4837 holding.
  • Allworth Financial first reported a position in loanDepot in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's loanDepot position peaked at $1.53K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.