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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
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

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 $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Essential Partners's LDI Position: Q2 2026 in Review

Essential Partners reduced its loanDepot (LDI) stake by 97% in Q2 2026, selling an estimated $10.9K and leaving 273 shares worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Essential Partners first reported a position in LDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q1 2026. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Essential Partners held 273 shares of loanDepot worth $341 as of Q2 2026.
  • Essential Partners sold 8,100 loanDepot shares in Q2 2026, an estimated $10.9K.
  • loanDepot made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2546 holding.
  • Essential Partners first reported a position in loanDepot in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's loanDepot position peaked at $11.9K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.