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Arax Advisory Partners’s loanDepot LDI Stock Holding History

Arax Advisory Partners’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 		$8.49K Buy
6,794
+6,744
+13,488% +$9.09K ﹤0.01% 4406
2026
Q1 		$186 Buy
50
+28
+127% +$58 ﹤0.01% 3552
2025
Q4 		$46 Sell
22
-1,031
-98% -$2.86K ﹤0.01% 3930
2025
Q3 		$3.23K Buy
+1,053
New +$2.43K ﹤0.01% 2994

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

Arax Advisory Partners's LDI Position: Q2 2026 in Review

Arax Advisory Partners increased its loanDepot (LDI) stake by 13,488% in Q2 2026, buying an estimated $9.09K and bringing the position to 6,794 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4406.

Arax Advisory Partners first reported a position in LDI in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Arax Advisory Partners held 6,794 shares of loanDepot worth $8.49K as of Q2 2026.
  • Arax Advisory Partners bought 6,744 loanDepot shares in Q2 2026, an estimated $9.09K.
  • loanDepot made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4406 holding.
  • Arax Advisory Partners first reported a position in loanDepot in Q3 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.