Harbour Investments’s loanDepot LDI Stock Holding History

Harbour 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	$10.8K	Hold	8,650	–	–	﹤0.01%	3318
2026 Q1	$12.3K	Sell	8,650 -8,872	-51%	-$18.2K	﹤0.01%	3153
2025 Q4	$36.3K	Buy	17,522 +8,522	+95%	+$23.7K	﹤0.01%	2111
2025 Q3	$27.6K	Hold	9,000	–	–	﹤0.01%	2188
2025 Q2	$11.4K	Hold	9,000	–	–	﹤0.01%	2504
2025 Q1	$10.7K	Hold	9,000	–	–	﹤0.01%	2489
2024 Q4	$18.4K	Hold	9,000	–	–	﹤0.01%	2160
2024 Q3	$24.6K	Hold	9,000	–	–	﹤0.01%	1966
2024 Q2	$14.8K	Hold	9,000	–	–	﹤0.01%	2092
2024 Q1	$23.3K	Hold	9,000	–	–	﹤0.01%	1889
2023 Q4	$31.7K	Hold	9,000	–	–	﹤0.01%	1658
2023 Q3	$15.5K	Hold	9,000	–	–	﹤0.01%	1865
2023 Q2	$19.1K	Hold	9,000	–	–	﹤0.01%	1775
2023 Q1	$14.5K	Hold	9,000	–	–	﹤0.01%	1865
2022 Q4	$14.8K	Hold	9,000	–	–	﹤0.01%	1794
2022 Q3	$13K	Hold	9,000	–	–	﹤0.01%	1827
2022 Q2	$13K	Buy	+9,000	New	+$24.3K	﹤0.01%	1827
2021 Q4	$35K	Hold	7,300	–	–	﹤0.01%	1419
2021 Q3	$49K	Buy	7,300 +5,150	+240%	+$48.1K	﹤0.01%	1785
2021 Q2	$28K	Buy	2,150 +2,100	+4,200%	+$34.2K	﹤0.01%	2147
2021 Q1	$1K	Buy	+50	New	+$1.06K	﹤0.01%	3416

Other funds holding LDI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Harbour Investments's LDI Position: Q2 2026 in Review

Harbour Investments held its loanDepot (LDI) position steady in Q2 2026 at 8,650 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Harbour Investments first reported a position in LDI in Q1 2021 and has held it in 21 quarters since. The position peaked at $49K in Q3 2021. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

Harbour Investments held 8,650 shares of loanDepot worth $10.8K as of Q2 2026.
Harbour Investments left its loanDepot share count unchanged in Q2 2026.
loanDepot made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3318 holding.
Harbour Investments first reported a position in loanDepot in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's loanDepot position peaked at $49K in Q3 2021.
130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.