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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mercer Global Advisors's LDI Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in loanDepot (LDI) in Q1 2026: 13,582 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #3186 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in LDI as recently as Q1 2023.

Mercer Global Advisors first reported a position in LDI in Q3 2021 and has held it in 5 quarters since. The position peaked at $390K in Q3 2021. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

Mercer Global Advisors held 13,582 shares of loanDepot worth $19.3K as of Q1 2026.
loanDepot was a new Mercer Global Advisors position in Q1 2026.
loanDepot made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #3186 holding.
Mercer Global Advisors first reported a position in loanDepot in Q3 2021 and has held it in 5 quarters since.
Mercer Global Advisors's loanDepot position peaked at $390K in Q3 2021.
138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.