Nisa Investment Advisors
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Nisa Investment Advisors’s loanDepot LDI Stock Holding History

Nisa 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
2026
Q2 		– Sell
-188
Closed -$267 – 3141
2026
Q1 		$267 Hold
188
– – ﹤0.01% 2957
2025
Q4 		$389 Hold
188
– – ﹤0.01% 2846
2025
Q3 		$577 Buy
+188
New +$434 ﹤0.01% 2834

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Geode Capital Management
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

Nisa Investment Advisors's LDI Position: Q2 2026 in Review

Nisa Investment Advisors sold out of loanDepot (LDI) in Q2 2026, closing a stake of 188 shares — an estimated $267 sold.

Nisa Investment Advisors first reported a position in LDI in Q3 2025 and held it in 3 quarters. The position peaked at $577 in Q3 2025. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Nisa Investment Advisors reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 188 loanDepot shares in Q2 2026, an estimated $267.
  • Nisa Investment Advisors first reported a position in loanDepot in Q3 2025 and held it in 3 quarters.
  • Nisa Investment Advisors's loanDepot position peaked at $577 in Q3 2025.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.