Bank of America
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Bank of America’s loanDepot LDI Stock Holding History

Bank of America’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 		$170K Sell
119,569
-198,725
-62% -$409K ﹤0.01% 5414
2025
Q4 		$659K Buy
318,294
+111,075
+54% +$308K ﹤0.01% 4759
2025
Q3 		$636K Buy
207,219
+150,837
+268% +$348K ﹤0.01% 5631
2025
Q2 		$71.6K Sell
56,382
-32,454
-37% -$39.7K ﹤0.01% 6668
2025
Q1 		$106K Buy
88,836
+29,915
+51% +$48.5K ﹤0.01% 6468
2024
Q4 		$120K Buy
58,921
+8,942
+18% +$19.9K ﹤0.01% 6319
2024
Q3 		$136K Buy
49,979
+33,760
+208% +$79.7K ﹤0.01% 6197
2024
Q2 		$26.8K Buy
16,219
+535
+3% +$1.14K ﹤0.01% 6669
2024
Q1 		$40.6K Sell
15,684
-11,208
-42% -$30.1K ﹤0.01% 6580
2023
Q4 		$94.7K Buy
26,892
+26,064
+3,148% +$49K ﹤0.01% 6392
2023
Q3 		$1.42K Buy
+828
New +$1.69K ﹤0.01% 7190
2023
Q2 		– Sell
-10
Closed -$16 – 7832
2023
Q1 		$16 Sell
10
-108
-92% -$226 ﹤0.01% 7584
2022
Q4 		$194 Buy
+118
New +$180 ﹤0.01% 7549
2022
Q3 		– Sell
-125
Closed – – 8029
2022
Q2 		$0 Sell
125
-138
-52% -$372 ﹤0.01% 8212
2022
Q1 		$1K Buy
263
+137
+109% +$595 ﹤0.01% 8117
2021
Q4 		$1K Sell
126
-67,714
-100% -$397K ﹤0.01% 8067
2021
Q3 		$459K Buy
67,840
+65,665
+3,019% +$613K ﹤0.01% 5720
2021
Q2 		$28K Sell
2,175
-6,750
-76% -$110K ﹤0.01% 7040
2021
Q1 		$178K Buy
+8,925
New +$190K ﹤0.01% 6109

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

Bank of America's LDI Position: Q1 2026 in Review

Bank of America reduced its loanDepot (LDI) stake by 62% in Q1 2026, selling an estimated $409K and leaving 119,569 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #5414.

Bank of America first reported a position in LDI in Q1 2021 and has held it in 19 quarters since. The position peaked at $659K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Bank of America held 119,569 shares of loanDepot worth $170K as of Q1 2026.
  • Bank of America sold 198,725 loanDepot shares in Q1 2026, an estimated $409K.
  • loanDepot made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5414 holding.
  • Bank of America first reported a position in loanDepot in Q1 2021 and has held it in 19 quarters since.
  • Bank of America's loanDepot position peaked at $659K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.