FFO
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Fortitude Family Office’s loanDepot LDI Stock Holding History

Fortitude Family Office’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 		– Sell
-846
Closed -$1.2K – 2332
2026
Q1 		$1.2K Hold
846
– – ﹤0.01% 1457
2025
Q4 		$1.75K Hold
846
– – ﹤0.01% 1232
2025
Q3 		$2.6K Hold
846
– – ﹤0.01% 1104
2025
Q2 		$1.07K Buy
+846
New +$1.03K ﹤0.01% 1476

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 $13.5B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fortitude Family Office's LDI Position: Q2 2026 in Review

Fortitude Family Office sold out of loanDepot (LDI) in Q2 2026, closing a stake of 846 shares — an estimated $1.2K sold.

Fortitude Family Office first reported a position in LDI in Q2 2025 and held it in 4 quarters. The position peaked at $2.6K in Q3 2025. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Fortitude Family Office reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
  • Fortitude Family Office sold 846 loanDepot shares in Q2 2026, an estimated $1.2K.
  • Fortitude Family Office first reported a position in loanDepot in Q2 2025 and held it in 4 quarters.
  • Fortitude Family Office's loanDepot position peaked at $2.6K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.