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B. Riley Wealth Advisors’s loanDepot LDI Stock Holding History

B. Riley 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
Q3 		$19K Buy
+32,100
New +$29.7K ﹤0.01% 1072
2026
Q1 		– Sell
-32,100
Closed -$66.4K – 1029
2025
Q4 		$66.4K Buy
32,100
+8,600
+37% +$23.9K ﹤0.01% 957
2025
Q3 		$72.1K Buy
+23,500
New +$54.3K ﹤0.01% 984

Other funds holding LDI

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

B. Riley Wealth Advisors's LDI Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in loanDepot (LDI) in Q3 2026: 32,100 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in LDI as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in LDI in Q3 2025 and has held it in 3 quarters since. The position peaked at $72.1K in Q3 2025. 7 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • B. Riley Wealth Advisors held 32,100 shares of loanDepot worth $19K as of Q3 2026.
  • loanDepot was a new B. Riley Wealth Advisors position in Q3 2026.
  • loanDepot made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #1072 holding.
  • B. Riley Wealth Advisors first reported a position in loanDepot in Q3 2025 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's loanDepot position peaked at $72.1K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.