KCM
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Kathmere Capital Management’s loanDepot LDI Stock Holding History

Kathmere Capital Management’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 		– Sell
-22,200
Closed -$46K – 647
2025
Q4 		$46K Buy
+22,200
New +$61.6K ﹤0.01% 561

Other funds holding LDI

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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

Kathmere Capital Management's LDI Position: Q1 2026 in Review

Kathmere Capital Management sold out of loanDepot (LDI) in Q1 2026, closing a stake of 22,200 shares — an estimated $46K sold.

Kathmere Capital Management first reported a position in LDI in Q4 2025 and held it in 1 quarter. The position peaked at $46K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Kathmere Capital Management reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
  • Kathmere Capital Management sold 22,200 loanDepot shares in Q1 2026, an estimated $46K.
  • Kathmere Capital Management first reported a position in loanDepot in Q4 2025 and held it in 1 quarter.
  • Kathmere Capital Management's loanDepot position peaked at $46K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.