CMBA
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C.M. Bidwell & Associates’s loanDepot LDI Stock Holding History

C.M. Bidwell & Associates’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
-157
Closed -$325 – 505
2025
Q4 		$325 Hold
157
– – ﹤0.01% 476
2025
Q3 		$482 Buy
+157
New +$363 ﹤0.01% 474

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

C.M. Bidwell & Associates's LDI Position: Q1 2026 in Review

C.M. Bidwell & Associates sold out of loanDepot (LDI) in Q1 2026, closing a stake of 157 shares — an estimated $325 sold.

C.M. Bidwell & Associates first reported a position in LDI in Q3 2025 and held it in 2 quarters. The position peaked at $482 in Q3 2025. 139 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • C.M. Bidwell & Associates reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 157 loanDepot shares in Q1 2026, an estimated $325.
  • C.M. Bidwell & Associates first reported a position in loanDepot in Q3 2025 and held it in 2 quarters.
  • C.M. Bidwell & Associates's loanDepot position peaked at $482 in Q3 2025.
  • 139 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.