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Park Avenue Securities’s loanDepot LDI Stock Holding History

Park Avenue Securities’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 		$14K Buy
10,838
+57
+0.5% +$77 ﹤0.01% 1775
2026
Q1 		$15K Buy
+10,781
New +$22.2K ﹤0.01% 1515
2024
Q4 		– Sell
-10,035
Closed -$27K – 1502
2024
Q3 		$27K Buy
+10,035
New +$23.7K ﹤0.01% 1377

Other funds holding LDI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Park Avenue Securities's LDI Position: Q2 2026 in Review

Park Avenue Securities increased its loanDepot (LDI) stake by 0.53% in Q2 2026, buying an estimated $77 and bringing the position to 10,838 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Park Avenue Securities first reported a position in LDI in Q3 2024 and has held it in 3 quarters since. The position peaked at $27K in Q3 2024. 11 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Park Avenue Securities held 10,838 shares of loanDepot worth $14K as of Q2 2026.
  • Park Avenue Securities bought 57 loanDepot shares in Q2 2026, an estimated $77.
  • loanDepot made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1775 holding.
  • Park Avenue Securities first reported a position in loanDepot in Q3 2024 and has held it in 3 quarters since.
  • Park Avenue Securities's loanDepot position peaked at $27K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.