Bank of New York Mellon
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Bank of New York Mellon’s loanDepot LDI Stock Holding History

Bank of New York Mellon’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
Q2 		$359K Buy
287,322
+38,967
+16% +$52.5K ﹤0.01% 3914
2026
Q1 		$353K Buy
248,355
+23,769
+11% +$48.9K ﹤0.01% 3776
2025
Q4 		$465K Buy
224,586
+11,078
+5% +$30.8K ﹤0.01% 3652
2025
Q3 		$655K Buy
213,508
+38,035
+22% +$87.9K ﹤0.01% 3445
2025
Q2 		$223K Buy
175,473
+159,083
+971% +$194K ﹤0.01% 3940
2025
Q1 		$19.5K Buy
+16,390
New +$26.6K ﹤0.01% 4090
2024
Q1 		– Sell
-33,860
Closed -$119K – 4245
2023
Q4 		$119K Hold
33,860
– – ﹤0.01% 4059
2023
Q3 		$58.2K Hold
33,860
– – ﹤0.01% 4150
2023
Q2 		$71.8K Hold
33,860
– – ﹤0.01% 4123
2023
Q1 		$54.5K Buy
33,860
+847
+3% +$1.77K ﹤0.01% 4182
2022
Q4 		$54.5K Buy
+33,013
New +$50.5K ﹤0.01% 4227

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Bank of New York Mellon's LDI Position: Q2 2026 in Review

Bank of New York Mellon increased its loanDepot (LDI) stake by 16% in Q2 2026, buying an estimated $52.5K and bringing the position to 287,322 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Bank of New York Mellon first reported a position in LDI in Q4 2022 and has held it in 11 quarters since. The position peaked at $655K in Q3 2025. 60 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Bank of New York Mellon held 287,322 shares of loanDepot worth $359K as of Q2 2026.
  • Bank of New York Mellon bought 38,967 loanDepot shares in Q2 2026, an estimated $52.5K.
  • loanDepot made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3914 holding.
  • Bank of New York Mellon first reported a position in loanDepot in Q4 2022 and has held it in 11 quarters since.
  • Bank of New York Mellon's loanDepot position peaked at $655K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.