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Insigneo Advisory Services’s loanDepot LDI Stock Holding History

Insigneo Advisory Services’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
Q1 		$20.2K Sell
14,246
-4,600
-24% -$9.46K ﹤0.01% 705
2025
Q4 		$39K Buy
+18,846
New +$52.3K ﹤0.01% 694

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Insigneo Advisory Services's LDI Position: Q1 2026 in Review

Insigneo Advisory Services reduced its loanDepot (LDI) stake by 24% in Q1 2026, selling an estimated $9.46K and leaving 14,246 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Insigneo Advisory Services first reported a position in LDI in Q4 2025 and has held it in 2 quarters since. The position peaked at $39K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Insigneo Advisory Services held 14,246 shares of loanDepot worth $20.2K as of Q1 2026.
  • Insigneo Advisory Services sold 4,600 loanDepot shares in Q1 2026, an estimated $9.46K.
  • loanDepot made up ﹤0.01% of Insigneo Advisory Services's portfolio in Q1 2026, its #705 holding.
  • Insigneo Advisory Services first reported a position in loanDepot in Q4 2025 and has held it in 2 quarters since.
  • Insigneo Advisory Services's loanDepot position peaked at $39K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.