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MAI Capital Management’s loanDepot LDI Stock Holding History

MAI 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
Q2 		$53.2K Buy
42,539
+346
+0.8% +$466 ﹤0.01% 1975
2026
Q1 		$59.9K Buy
42,193
+193
+0.5% +$397 ﹤0.01% 2123
2025
Q4 		$86.9K Hold
42,000
– – ﹤0.01% 1723
2025
Q3 		$129K Hold
42,000
– – ﹤0.01% 1441
2025
Q2 		$53.3K Buy
+42,000
New +$51.3K ﹤0.01% 1817

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

MAI Capital Management's LDI Position: Q2 2026 in Review

MAI Capital Management increased its loanDepot (LDI) stake by 0.82% in Q2 2026, buying an estimated $466 and bringing the position to 42,539 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

MAI Capital Management first reported a position in LDI in Q2 2025 and has held it in 5 quarters since. The position peaked at $129K in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • MAI Capital Management held 42,539 shares of loanDepot worth $53.2K as of Q2 2026.
  • MAI Capital Management bought 346 loanDepot shares in Q2 2026, an estimated $466.
  • loanDepot made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1975 holding.
  • MAI Capital Management first reported a position in loanDepot in Q2 2025 and has held it in 5 quarters since.
  • MAI Capital Management's loanDepot position peaked at $129K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.