FFA
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Farther Finance Advisors’s loanDepot LDI Stock Holding History

Farther Finance 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 		$3.25K Buy
2,600
+1,827
+236% +$2.46K ﹤0.01% 4997
2026
Q1 		$1.09K Buy
773
+535
+225% +$1.1K ﹤0.01% 5088
2025
Q4 		$493 Buy
+238
New +$661 ﹤0.01% 5059

Other funds holding LDI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's LDI Position: Q2 2026 in Review

Farther Finance Advisors increased its loanDepot (LDI) stake by 236% in Q2 2026, buying an estimated $2.46K and bringing the position to 2,600 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4997.

Farther Finance Advisors first reported a position in LDI in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Farther Finance Advisors held 2,600 shares of loanDepot worth $3.25K as of Q2 2026.
  • Farther Finance Advisors bought 1,827 loanDepot shares in Q2 2026, an estimated $2.46K.
  • loanDepot made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4997 holding.
  • Farther Finance Advisors first reported a position in loanDepot in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.