FFA
LDI icon

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
Q3 		$3.05K Buy
5,167
+2,567
+99% +$2.38K ﹤0.01% 5236
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

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
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

Farther Finance Advisors's LDI Position: Q3 2026 in Review

Farther Finance Advisors increased its loanDepot (LDI) stake by 99% in Q3 2026, buying an estimated $2.38K and bringing the position to 5,167 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #5236.

Farther Finance Advisors first reported a position in LDI in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.25K in Q2 2026. 7 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Farther Finance Advisors held 5,167 shares of loanDepot worth $3.05K as of Q3 2026.
  • Farther Finance Advisors bought 2,567 loanDepot shares in Q3 2026, an estimated $2.38K.
  • loanDepot made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5236 holding.
  • Farther Finance Advisors first reported a position in loanDepot in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's loanDepot position peaked at $3.25K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.