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Excelsior Advisor Network’s loanDepot LDI Stock Holding History

Excelsior Advisor Network’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 		$38.5K Buy
+30,800
New +$41.5K 0.01% 452

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

Excelsior Advisor Network's LDI Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in loanDepot (LDI) in Q2 2026: 30,800 shares worth $38.5K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings.

130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Excelsior Advisor Network held 30,800 shares of loanDepot worth $38.5K as of Q2 2026.
  • loanDepot was a new Excelsior Advisor Network position in Q2 2026.
  • loanDepot made up 0.01% of Excelsior Advisor Network's portfolio in Q2 2026, its #452 holding.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.