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Concurrent Investment Advisors’s loanDepot LDI Stock Holding History

Concurrent Investment 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 		$60.3K Buy
42,480
+3,387
+9% +$6.96K ﹤0.01% 1862
2025
Q4 		$80.9K Buy
+39,093
New +$109K ﹤0.01% 1721

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

Concurrent Investment Advisors's LDI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its loanDepot (LDI) stake by 8.7% in Q1 2026, buying an estimated $6.96K and bringing the position to 42,480 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Concurrent Investment Advisors first reported a position in LDI in Q4 2025 and has held it in 2 quarters since. The position peaked at $80.9K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Concurrent Investment Advisors held 42,480 shares of loanDepot worth $60.3K as of Q1 2026.
  • Concurrent Investment Advisors bought 3,387 loanDepot shares in Q1 2026, an estimated $6.96K.
  • loanDepot made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1862 holding.
  • Concurrent Investment Advisors first reported a position in loanDepot in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's loanDepot position peaked at $80.9K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.