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Cannell & Spears’s loanDepot LDI Stock Holding History

Cannell & Spears’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 		$539K Hold
379,800
– – 0.01% 291
2025
Q4 		$786K Buy
379,800
+39,000
+11% +$108K 0.01% 257
2025
Q3 		$1.05M Sell
340,800
-96,000
-22% -$222K 0.02% 232
2025
Q2 		$555K Sell
436,800
-10,000
-2% -$12.2K 0.01% 277
2025
Q1 		$532K Sell
446,800
-847,400
-65% -$1.37M 0.01% 278
2024
Q4 		$2.64M Buy
1,294,200
+971,700
+301% +$2.17M 0.05% 171
2024
Q3 		$880K Buy
+322,500
New +$762K 0.02% 251

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cannell & Spears's LDI Position: Q1 2026 in Review

Cannell & Spears held its loanDepot (LDI) position steady in Q1 2026 at 379,800 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #291.

Cannell & Spears first reported a position in LDI in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2024. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Cannell & Spears held 379,800 shares of loanDepot worth $539K as of Q1 2026.
  • Cannell & Spears left its loanDepot share count unchanged in Q1 2026.
  • loanDepot made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #291 holding.
  • Cannell & Spears first reported a position in loanDepot in Q3 2024 and has held it in 7 quarters since.
  • Cannell & Spears's loanDepot position peaked at $2.64M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.