IFP Advisors
LDI icon

IFP Advisors’s loanDepot LDI Stock Holding History

IFP Advisors’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
Q3 		$3K Buy
5,079
+42
+0.8% +$39 ﹤0.01% 4053
2026
Q2 		$6.3K Buy
5,037
+1,759
+54% +$2.37K ﹤0.01% 3644
2026
Q1 		$4.66K Buy
3,278
+258
+9% +$530 ﹤0.01% 3572
2025
Q4 		$6.25K Sell
3,020
-50
-2% -$139 ﹤0.01% 3306
2025
Q3 		$9.42K Buy
+3,070
New +$7.09K ﹤0.01% 2933
2023
Q3 		– Sell
-167
Closed -$354 – 3449
2023
Q2 		$354 Hold
167
– – ﹤0.01% 3248
2023
Q1 		$3.67K Sell
167
-458
-73% -$959 ﹤0.01% 2688
2022
Q4 		$13K Sell
625
-1,810
-74% -$2.77K ﹤0.01% 3216
2022
Q3 		$52K Buy
2,435
+125
+5% +$205 ﹤0.01% 2336
2022
Q2 		$50K Hold
2,310
– – ﹤0.01% 2177
2022
Q1 		$50K Buy
+2,310
New +$10K ﹤0.01% 2176

Other funds holding LDI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Knightsbridge Asset Management
Knightsbridge Asset Management Newport Beach, California $888M AUM 46.75% 1-Year Est. Return
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $4.09B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IFP Advisors's LDI Position: Q3 2026 in Review

IFP Advisors increased its loanDepot (LDI) stake by 0.83% in Q3 2026, buying an estimated $39 and bringing the position to 5,079 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4053.

IFP Advisors first reported a position in LDI in Q1 2022 and has held it in 11 quarters since. The position peaked at $52K in Q3 2022. 99 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • IFP Advisors held 5,079 shares of loanDepot worth $3K as of Q3 2026.
  • IFP Advisors bought 42 loanDepot shares in Q3 2026, an estimated $39.
  • loanDepot made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4053 holding.
  • IFP Advisors first reported a position in loanDepot in Q1 2022 and has held it in 11 quarters since.
  • IFP Advisors's loanDepot position peaked at $52K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.