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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
Q2 		$50.4K Sell
40,310
-2,170
-5% -$2.92K ﹤0.01% 2066
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 $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

Concurrent Investment Advisors's LDI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its loanDepot (LDI) stake by 5.1% in Q2 2026, selling an estimated $2.92K and leaving 40,310 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Concurrent Investment Advisors first reported a position in LDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.9K in Q4 2025. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Concurrent Investment Advisors held 40,310 shares of loanDepot worth $50.4K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,170 loanDepot shares in Q2 2026, an estimated $2.92K.
  • loanDepot made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2066 holding.
  • Concurrent Investment Advisors first reported a position in loanDepot in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's loanDepot position peaked at $80.9K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.