EP
LDI icon

Essential Partners’s loanDepot LDI Stock Holding History

Essential 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
Q3 		– Sell
-273
Closed -$341 – 2929
2026
Q2 		$341 Sell
273
-8,100
-97% -$10.9K ﹤0.01% 2546
2026
Q1 		$11.9K Buy
8,373
+8,319
+15,406% +$17.1K ﹤0.01% 1167
2025
Q4 		$112 Hold
54
– – ﹤0.01% 2533
2025
Q3 		$166 Buy
+54
New +$125 ﹤0.01% 2426

Other funds holding LDI

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's LDI Position: Q3 2026 in Review

Essential Partners sold out of loanDepot (LDI) in Q3 2026, closing a stake of 273 shares — an estimated $341 sold.

Essential Partners first reported a position in LDI in Q3 2025 and held it in 4 quarters. The position peaked at $11.9K in Q1 2026. 7 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Essential Partners reported no remaining loanDepot position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 273 loanDepot shares in Q3 2026, an estimated $341.
  • Essential Partners first reported a position in loanDepot in Q3 2025 and held it in 4 quarters.
  • Essential Partners's loanDepot position peaked at $11.9K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.