AWA
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Arkadios Wealth Advisors’s loanDepot LDI Stock Holding History

Arkadios Wealth Advisors’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 		$14.2K Buy
+10,019
New +$20.6K ﹤0.01% 1676

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Arkadios Wealth Advisors's LDI Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in loanDepot (LDI) in Q1 2026: 10,019 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings.

138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Arkadios Wealth Advisors held 10,019 shares of loanDepot worth $14.2K as of Q1 2026.
  • loanDepot was a new Arkadios Wealth Advisors position in Q1 2026.
  • loanDepot made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1676 holding.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.