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 Q2	–	Sell	-10,019	Closed	-$14.2K	–	1834
2026 Q1	$14.2K	Buy	+10,019	New	+$20.6K	﹤0.01%	1676

Other funds holding LDI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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 New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Arkadios Wealth Advisors's LDI Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of loanDepot (LDI) in Q2 2026, closing a stake of 10,019 shares — an estimated $14.2K sold.

Arkadios Wealth Advisors first reported a position in LDI in Q1 2026 and held it in 1 quarter. The position peaked at $14.2K in Q1 2026. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

Arkadios Wealth Advisors reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,019 loanDepot shares in Q2 2026, an estimated $14.2K.
Arkadios Wealth Advisors first reported a position in loanDepot in Q1 2026 and held it in 1 quarter.
Arkadios Wealth Advisors's loanDepot position peaked at $14.2K in Q1 2026.
130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.