Cambridge Investment Research Advisors’s loanDepot LDI Stock Holding History

Cambridge Investment Research Advisors’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	$17K	Sell	11,902 -2,266	-16%	-$4.66K	﹤0.01%	3897
2025 Q4	$29K	Sell	14,168 -5,811	-29%	-$16.1K	﹤0.01%	3779
2025 Q3	$61K	Buy	19,979 +1,009	+5%	+$2.33K	﹤0.01%	3642
2025 Q2	$24K	Sell	18,970 -3,830	-17%	-$4.68K	﹤0.01%	3572
2025 Q1	$27K	Sell	22,800 -144	-0.6%	-$233	﹤0.01%	3436
2024 Q4	$47K	Hold	22,944	–	–	﹤0.01%	3381
2024 Q3	$63K	Buy	22,944 +4,251	+23%	+$10K	﹤0.01%	3314
2024 Q2	$31K	Buy	18,693 +5,258	+39%	+$11.2K	﹤0.01%	3247
2024 Q1	$35K	Buy	+13,435	New	+$36.1K	﹤0.01%	3240

Other funds holding LDI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cambridge Investment Research Advisors's LDI Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its loanDepot (LDI) stake by 16% in Q1 2026, selling an estimated $4.66K and leaving 11,902 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #3897.

Cambridge Investment Research Advisors first reported a position in LDI in Q1 2024 and has held it in 9 quarters since. The position peaked at $63K in Q3 2024. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

Cambridge Investment Research Advisors held 11,902 shares of loanDepot worth $17K as of Q1 2026.
Cambridge Investment Research Advisors sold 2,266 loanDepot shares in Q1 2026, an estimated $4.66K.
loanDepot made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3897 holding.
Cambridge Investment Research Advisors first reported a position in loanDepot in Q1 2024 and has held it in 9 quarters since.
Cambridge Investment Research Advisors's loanDepot position peaked at $63K in Q3 2024.
138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.