LPL Financial
LDI icon

LPL Financial’s loanDepot LDI Stock Holding History

LPL Financial’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 		$116K Buy
92,610
+2,515
+3% +$3.39K ﹤0.01% 5892
2026
Q1 		$128K Buy
90,095
+8,050
+10% +$16.6K ﹤0.01% 5621
2025
Q4 		$170K Buy
82,045
+6,321
+8% +$17.6K ﹤0.01% 5491
2025
Q3 		$232K Buy
75,724
+1,847
+3% +$4.27K ﹤0.01% 5242
2025
Q2 		$93.8K Hold
73,877
– – ﹤0.01% 5280
2025
Q1 		$87.9K Buy
73,877
+33,842
+85% +$54.8K ﹤0.01% 5071
2024
Q4 		$81.7K Buy
40,035
+11,286
+39% +$25.2K ﹤0.01% 5029
2024
Q3 		$78.5K Hold
28,749
– – ﹤0.01% 4940
2024
Q2 		$47.4K Hold
28,749
– – ﹤0.01% 4843
2024
Q1 		$74.5K Sell
28,749
-166
-0.6% -$446 ﹤0.01% 4722
2023
Q4 		$102K Sell
28,915
-5,797
-17% -$10.9K ﹤0.01% 4548
2023
Q3 		$59.7K Hold
34,712
– – ﹤0.01% 4499
2023
Q2 		$73.6K Buy
34,712
+8,415
+32% +$15.5K ﹤0.01% 4381
2023
Q1 		$42.3K Hold
26,297
– – ﹤0.01% 4327
2022
Q4 		$43.4K Buy
26,297
+13,530
+106% +$20.7K ﹤0.01% 4282
2022
Q3 		$17K Buy
+12,767
New +$21K ﹤0.01% 4343
2022
Q2 		– Sell
-24,999
Closed -$104K – 4495
2022
Q1 		$104K Buy
+24,999
New +$109K ﹤0.01% 3973

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

LPL Financial's LDI Position: Q2 2026 in Review

LPL Financial increased its loanDepot (LDI) stake by 2.8% in Q2 2026, buying an estimated $3.39K and bringing the position to 92,610 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #5892.

LPL Financial first reported a position in LDI in Q1 2022 and has held it in 17 quarters since. The position peaked at $232K in Q3 2025. 46 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • LPL Financial held 92,610 shares of loanDepot worth $116K as of Q2 2026.
  • LPL Financial bought 2,515 loanDepot shares in Q2 2026, an estimated $3.39K.
  • loanDepot made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5892 holding.
  • LPL Financial first reported a position in loanDepot in Q1 2022 and has held it in 17 quarters since.
  • LPL Financial's loanDepot position peaked at $232K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.