Carson Wealth (CWM LLC)
LDI icon

Carson Wealth (CWM LLC)’s loanDepot LDI Stock Holding History

Carson Wealth (CWM 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
Q1 		$22.4K Buy
15,767
+5,304
+51% +$10.9K ﹤0.01% 4336
2025
Q4 		$22K Buy
10,463
+68
+0.7% +$189 ﹤0.01% 4122
2025
Q3 		$32K Buy
+10,395
New +$24K ﹤0.01% 3841

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

Carson Wealth (CWM LLC)'s LDI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its loanDepot (LDI) stake by 51% in Q1 2026, buying an estimated $10.9K and bringing the position to 15,767 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4336.

Carson Wealth (CWM LLC) first reported a position in LDI in Q3 2025 and has held it in 3 quarters since. The position peaked at $32K in Q3 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,767 shares of loanDepot worth $22.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,304 loanDepot shares in Q1 2026, an estimated $10.9K.
  • loanDepot made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4336 holding.
  • Carson Wealth (CWM LLC) first reported a position in loanDepot in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s loanDepot position peaked at $32K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.