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MassMutual Private Wealth & Trust’s loanDepot LDI Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-482
Closed -$684 – 2458
2026
Q1 		$684 Buy
+482
New +$991 ﹤0.01% 2196

Other funds holding LDI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KWM
KMT Wealth Management El Segundo, California $118M AUM 26.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Wilshire Advisors Santa Monica, California $10.3M AUM 79.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's LDI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of loanDepot (LDI) in Q2 2026, closing a stake of 482 shares — an estimated $684 sold.

MassMutual Private Wealth & Trust first reported a position in LDI in Q1 2026 and held it in 1 quarter. The position peaked at $684 in Q1 2026. 32 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 482 loanDepot shares in Q2 2026, an estimated $684.
  • MassMutual Private Wealth & Trust first reported a position in loanDepot in Q1 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's loanDepot position peaked at $684 in Q1 2026.
  • 32 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.