BFSG LLC’s loanDepot LDI Stock Holding History

BFSG LLC’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	$1.25K	Hold	1,000	–	–	﹤0.01%	717
2026 Q1	$1.42K	Hold	1,000	–	–	﹤0.01%	688
2025 Q4	$2.07K	Hold	1,000	–	–	﹤0.01%	647
2025 Q3	$3.07K	Hold	1,000	–	–	﹤0.01%	623
2025 Q2	$1.27K	Hold	1,000	–	–	﹤0.01%	626
2025 Q1	$1.19K	Hold	1,000	–	–	﹤0.01%	626
2024 Q4	$2.04K	Hold	1,000	–	–	﹤0.01%	608
2024 Q3	$2.73K	Hold	1,000	–	–	﹤0.01%	576
2024 Q2	$1.65K	Hold	1,000	–	–	﹤0.01%	581
2024 Q1	$2.59K	Hold	1,000	–	–	﹤0.01%	580
2023 Q4	$3.52K	Buy	+1,000	New	+$1.88K	﹤0.01%	520

Other funds holding LDI

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

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

BFSG LLC's LDI Position: Q2 2026 in Review

BFSG LLC held its loanDepot (LDI) position steady in Q2 2026 at 1,000 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

BFSG LLC first reported a position in LDI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.52K in Q4 2023. 11 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

BFSG LLC held 1,000 shares of loanDepot worth $1.25K as of Q2 2026.
BFSG LLC left its loanDepot share count unchanged in Q2 2026.
loanDepot made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #717 holding.
BFSG LLC first reported a position in loanDepot in Q4 2023 and has held it in 11 quarters since.
BFSG LLC's loanDepot position peaked at $3.52K in Q4 2023.
11 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.