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Citizens Financial Group’s loanDepot LDI Stock Holding History

Citizens Financial Group’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 		$165K Buy
132,335
+64,383
+95% +$86.8K ﹤0.01% 1013
2026
Q1 		$96.5K Buy
67,952
+28,500
+72% +$58.6K ﹤0.01% 820
2025
Q4 		$81.7K Buy
39,452
+25,500
+183% +$70.8K ﹤0.01% 806
2025
Q3 		$42.8K Buy
+13,952
New +$32.2K ﹤0.01% 792

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citizens Financial Group's LDI Position: Q2 2026 in Review

Citizens Financial Group increased its loanDepot (LDI) stake by 95% in Q2 2026, buying an estimated $86.8K and bringing the position to 132,335 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Citizens Financial Group first reported a position in LDI in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Citizens Financial Group held 132,335 shares of loanDepot worth $165K as of Q2 2026.
  • Citizens Financial Group bought 64,383 loanDepot shares in Q2 2026, an estimated $86.8K.
  • loanDepot made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #1013 holding.
  • Citizens Financial Group first reported a position in loanDepot in Q3 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.