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Kingsbury Capital Investment Advisors’s loanDepot LDI Stock Holding History

Kingsbury Capital Investment 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
Q2 		$46.4K Hold
37,108
– – 0.04% 118
2026
Q1 		$52.7K Buy
+37,108
New +$76.3K 0.05% 109

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

Kingsbury Capital Investment Advisors's LDI Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors held its loanDepot (LDI) position steady in Q2 2026 at 37,108 shares worth $46.4K. The position accounts for 0.04% of the portfolio, ranked #118.

Kingsbury Capital Investment Advisors first reported a position in LDI in Q1 2026 and has held it in 2 quarters since. The position peaked at $52.7K in Q1 2026. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Kingsbury Capital Investment Advisors held 37,108 shares of loanDepot worth $46.4K as of Q2 2026.
  • Kingsbury Capital Investment Advisors left its loanDepot share count unchanged in Q2 2026.
  • loanDepot made up 0.04% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Kingsbury Capital Investment Advisors first reported a position in loanDepot in Q1 2026 and has held it in 2 quarters since.
  • Kingsbury Capital Investment Advisors's loanDepot position peaked at $52.7K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.