Bank of America
LDI icon

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
2025
Q1 		– Sell
-118,400
Closed -$242K – 8430
2024
Q4 		$242K Buy
+118,400
New +$264K ﹤0.01% 6020

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.