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Global Retirement Partners’s loanDepot LDI Stock Holding History

Global Retirement Partners’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 		$1.02K Buy
+816
New +$1.1K ﹤0.01% 4193
2025
Q4 		$13.5K Buy
6,522
+3,650
+127% +$10.1K ﹤0.01% 3044
2025
Q3 		$8.82K Buy
+2,872
New +$6.63K ﹤0.01% 2747

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

Global Retirement Partners's LDI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in loanDepot (LDI) in Q2 2026: 816 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #4193 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LDI as recently as Q4 2025.

Global Retirement Partners first reported a position in LDI in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q4 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Global Retirement Partners held 816 shares of loanDepot worth $1.02K as of Q2 2026.
  • loanDepot was a new Global Retirement Partners position in Q2 2026.
  • loanDepot made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4193 holding.
  • Global Retirement Partners first reported a position in loanDepot in Q3 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's loanDepot position peaked at $13.5K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.