Bank of Montreal’s loanDepot LDI Stock Holding History

Bank of Montreal’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	-18,200	Closed	-$37.7K	–	3907
2025 Q4	$37.7K	Buy	+18,200	New	+$50.5K	﹤0.01%	3249

Other funds holding LDI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of Montreal sold out of loanDepot (LDI) in Q1 2026, closing a stake of 18,200 shares — an estimated $37.7K sold.

Bank of Montreal first reported a position in LDI in Q4 2025 and held it in 1 quarter. The position peaked at $37.7K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

Bank of Montreal reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
Bank of Montreal sold 18,200 loanDepot shares in Q1 2026, an estimated $37.7K.
Bank of Montreal first reported a position in loanDepot in Q4 2025 and held it in 1 quarter.
Bank of Montreal's loanDepot position peaked at $37.7K in Q4 2025.
138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

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