Bare Financial Services
LDI icon

Bare Financial Services’s loanDepot LDI Stock Holding History

Bare Financial Services’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
Q3 		$333 Buy
+563
New +$521 ﹤0.01% 1861

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Kingsbury Capital Investment Advisors
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Leisure Capital Management
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Citizens Financial Group
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bare Financial Services's LDI Position: Q3 2026 in Review

Bare Financial Services opened a new position in loanDepot (LDI) in Q3 2026: 563 shares worth $333. The stake represents ﹤0.01% of the portfolio and ranks #1861 among its holdings.

44 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Bare Financial Services held 563 shares of loanDepot worth $333 as of Q3 2026.
  • loanDepot was a new Bare Financial Services position in Q3 2026.
  • loanDepot made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1861 holding.
  • 44 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.