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Mount Yale Investment Advisors’s loanDepot LDI Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-200
Closed -$254 – 1187
2025
Q2 		$254 Buy
+200
New +$245 ﹤0.01% 1444

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WA
Wilshire Advisors Santa Monica, California $10.3M AUM 79.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's LDI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of loanDepot (LDI) in Q3 2025, closing a stake of 200 shares — an estimated $254 sold.

Mount Yale Investment Advisors first reported a position in LDI in Q2 2025 and held it in 1 quarter. The position peaked at $254 in Q2 2025. 124 funds tracked by Wall St. Rank hold LDI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining loanDepot position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 200 loanDepot shares in Q3 2025, an estimated $254.
  • Mount Yale Investment Advisors first reported a position in loanDepot in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's loanDepot position peaked at $254 in Q2 2025.
  • 124 funds tracked by Wall St. Rank held loanDepot as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.