Amalgamated Bank’s loanDepot LDI Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-2,804	Closed	-$6K	–	2275
2025 Q4	$6K	Buy	2,804 +16	+0.6%	+$44	﹤0.01%	2648
2025 Q3	$9K	Hold	2,788	–	–	﹤0.01%	2516
2025 Q2	$4K	Buy	+2,788	New	+$3.41K	﹤0.01%	2846

Other funds holding LDI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Amalgamated Bank's LDI Position: Q1 2026 in Review

Amalgamated Bank sold out of loanDepot (LDI) in Q1 2026, closing a stake of 2,804 shares — an estimated $6K sold.

Amalgamated Bank first reported a position in LDI in Q2 2025 and held it in 3 quarters. The position peaked at $9K in Q3 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

Amalgamated Bank reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 2,804 loanDepot shares in Q1 2026, an estimated $6K.
Amalgamated Bank first reported a position in loanDepot in Q2 2025 and held it in 3 quarters.
Amalgamated Bank's loanDepot position peaked at $9K in Q3 2025.
138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.