Cerity Partners
LDI icon

Cerity Partners’s loanDepot LDI Stock Holding History

Cerity Partners’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 		$379K Sell
302,803
-2,142
-0.7% -$2.89K ﹤0.01% 2627
2026
Q1 		$433K Buy
304,945
+196,199
+180% +$403K ﹤0.01% 2372
2025
Q4 		$225K Sell
108,746
-957
-0.9% -$2.66K ﹤0.01% 2568
2025
Q3 		$337K Buy
109,703
+18,721
+21% +$43.3K ﹤0.01% 2204
2025
Q2 		$116K Buy
+90,982
New +$111K ﹤0.01% 2460

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerity Partners's LDI Position: Q2 2026 in Review

Cerity Partners reduced its loanDepot (LDI) stake by 0.7% in Q2 2026, selling an estimated $2.89K and leaving 302,803 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Cerity Partners first reported a position in LDI in Q2 2025 and has held it in 5 quarters since. The position peaked at $433K in Q1 2026. 116 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Cerity Partners held 302,803 shares of loanDepot worth $379K as of Q2 2026.
  • Cerity Partners sold 2,142 loanDepot shares in Q2 2026, an estimated $2.89K.
  • loanDepot made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2627 holding.
  • Cerity Partners first reported a position in loanDepot in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's loanDepot position peaked at $433K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.