Jones Financial Companies
LDI icon

Jones Financial Companies’s loanDepot LDI Stock Holding History

Jones Financial Companies’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 		$7.92K Hold
6,604
– – ﹤0.01% 3888
2026
Q1 		$8.78K Sell
6,604
-2,180
-25% -$4.48K ﹤0.01% 3630
2025
Q4 		$18.2K Sell
8,784
-250
-3% -$694 ﹤0.01% 2974
2025
Q3 		$28.3K Buy
9,034
+8,934
+8,934% +$20.6K ﹤0.01% 2625
2025
Q2 		$131 Hold
100
– – ﹤0.01% 3938
2025
Q1 		$119 Buy
+100
New +$162 ﹤0.01% 3612

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WA
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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

Jones Financial Companies's LDI Position: Q2 2026 in Review

Jones Financial Companies held its loanDepot (LDI) position steady in Q2 2026 at 6,604 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3888.

Jones Financial Companies first reported a position in LDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.3K in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Jones Financial Companies held 6,604 shares of loanDepot worth $7.92K as of Q2 2026.
  • Jones Financial Companies left its loanDepot share count unchanged in Q2 2026.
  • loanDepot made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3888 holding.
  • Jones Financial Companies first reported a position in loanDepot in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's loanDepot position peaked at $28.3K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.