BRWA
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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
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

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

B. Riley Wealth Advisors's LDI Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of loanDepot (LDI) in Q1 2026, closing a stake of 32,100 shares — an estimated $66.4K sold.

B. Riley Wealth Advisors first reported a position in LDI in Q3 2025 and held it in 2 quarters. The position peaked at $72.1K in Q3 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 32,100 loanDepot shares in Q1 2026, an estimated $66.4K.
  • B. Riley Wealth Advisors first reported a position in loanDepot in Q3 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's loanDepot position peaked at $72.1K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.