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IEQ Capital’s loanDepot LDI Stock Holding History

IEQ Capital’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 		$46.6K Sell
37,293
-13,550
-27% -$18.3K ﹤0.01% 1993
2026
Q1 		$72.2K Buy
50,843
+13,550
+36% +$27.9K ﹤0.01% 1822
2025
Q4 		$77.2K Sell
37,293
-12,690
-25% -$35.2K ﹤0.01% 1787
2025
Q3 		$153K Buy
49,983
+6,690
+15% +$15.5K ﹤0.01% 1722
2025
Q2 		$55K Buy
+43,293
New +$52.9K ﹤0.01% 1759

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

IEQ Capital's LDI Position: Q2 2026 in Review

IEQ Capital reduced its loanDepot (LDI) stake by 27% in Q2 2026, selling an estimated $18.3K and leaving 37,293 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

IEQ Capital first reported a position in LDI in Q2 2025 and has held it in 5 quarters since. The position peaked at $153K in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • IEQ Capital held 37,293 shares of loanDepot worth $46.6K as of Q2 2026.
  • IEQ Capital sold 13,550 loanDepot shares in Q2 2026, an estimated $18.3K.
  • loanDepot made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1993 holding.
  • IEQ Capital first reported a position in loanDepot in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's loanDepot position peaked at $153K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.