Fidelity Investments
LDI icon

Fidelity Investments’s loanDepot LDI Stock Holding History

Fidelity Investments’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 		$14.3K Buy
11,415
+2,129
+23% +$2.87K ﹤0.01% 4782
2026
Q1 		$13.2K Buy
9,286
+3,521
+61% +$7.24K ﹤0.01% 4678
2025
Q4 		$11.9K Buy
5,765
+961
+20% +$2.67K ﹤0.01% 4669
2025
Q3 		$14.8K Buy
4,804
+4,027
+518% +$9.3K ﹤0.01% 4476
2025
Q2 		$988 Buy
+777
New +$950 ﹤0.01% 4968
2024
Q4 		– Sell
-35
Closed -$96 – 5710
2024
Q3 		$96 Buy
35
+12
+52% +$28 ﹤0.01% 5099
2024
Q2 		$38 Sell
23
-177
-89% -$378 ﹤0.01% 5097
2024
Q1 		$518 Buy
200
+194
+3,233% +$521 ﹤0.01% 4843
2023
Q4 		$22 Sell
6
-2,003
-100% -$3.77K ﹤0.01% 5189
2023
Q3 		$3.46K Buy
+2,009
New +$4.09K ﹤0.01% 4412
2021
Q3 		– Sell
-1
Closed – – 4734
2021
Q2 		$0 Buy
+1
New +$16 ﹤0.01% 4606

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

Fidelity Investments's LDI Position: Q2 2026 in Review

Fidelity Investments increased its loanDepot (LDI) stake by 23% in Q2 2026, buying an estimated $2.87K and bringing the position to 11,415 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4782.

Fidelity Investments first reported a position in LDI in Q2 2021 and has held it in 11 quarters since. The position peaked at $14.8K in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Fidelity Investments held 11,415 shares of loanDepot worth $14.3K as of Q2 2026.
  • Fidelity Investments bought 2,129 loanDepot shares in Q2 2026, an estimated $2.87K.
  • loanDepot made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4782 holding.
  • Fidelity Investments first reported a position in loanDepot in Q2 2021 and has held it in 11 quarters since.
  • Fidelity Investments's loanDepot position peaked at $14.8K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.