Mercer Global Advisors’s loanDepot LDI Stock Holding History

Mercer Global 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	$15K	Sell	12,019 -1,563	-12%	-$2.11K	﹤0.01%	3607
2026 Q1	$19.3K	Buy	+13,582	New	+$27.9K	﹤0.01%	3186
2023 Q2	–	Sell	-16,769	Closed	-$27K	–	1991
2023 Q1	$27K	Sell	16,769 -11,427	-41%	-$23.9K	﹤0.01%	1890
2022 Q4	$47K	Buy	28,196 +3,986	+16%	+$6.09K	﹤0.01%	1865
2022 Q3	$32K	Buy	+24,210	New	+$39.7K	﹤0.01%	1786
2021 Q4	–	Sell	-57,587	Closed	-$390K	–	1834
2021 Q3	$390K	Buy	+57,587	New	+$537K	﹤0.01%	1300

Other funds holding LDI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Mercer Global Advisors's LDI Position: Q2 2026 in Review

Mercer Global Advisors reduced its loanDepot (LDI) stake by 12% in Q2 2026, selling an estimated $2.11K and leaving 12,019 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3607.

Mercer Global Advisors first reported a position in LDI in Q3 2021 and has held it in 6 quarters since. The position peaked at $390K in Q3 2021. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

Mercer Global Advisors held 12,019 shares of loanDepot worth $15K as of Q2 2026.
Mercer Global Advisors sold 1,563 loanDepot shares in Q2 2026, an estimated $2.11K.
loanDepot made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3607 holding.
Mercer Global Advisors first reported a position in loanDepot in Q3 2021 and has held it in 6 quarters since.
Mercer Global Advisors's loanDepot position peaked at $390K in Q3 2021.
130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.