BWL
LDI icon

Bogart Wealth LLC’s loanDepot LDI Stock Holding History

Bogart Wealth 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 		$704 Buy
+563
New +$759 ﹤0.01% 1696

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Bogart Wealth LLC's LDI Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in loanDepot (LDI) in Q2 2026: 563 shares worth $704. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings.

130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Bogart Wealth LLC held 563 shares of loanDepot worth $704 as of Q2 2026.
  • loanDepot was a new Bogart Wealth LLC position in Q2 2026.
  • loanDepot made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1696 holding.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.