Raymond James Financial
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Raymond James Financial’s loanDepot LDI Stock Holding History

Raymond James Financial’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 		$13K Sell
10,381
-26,308
-72% -$35.5K ﹤0.01% 5353
2026
Q1 		$52.1K Buy
36,689
+9,002
+33% +$18.5K ﹤0.01% 5125
2025
Q4 		$57.3K Sell
27,687
-941
-3% -$2.61K ﹤0.01% 4996
2025
Q3 		$87.9K Buy
28,628
+21,732
+315% +$50.2K ﹤0.01% 4764
2025
Q2 		$8.76K Buy
+6,896
New +$8.43K ﹤0.01% 5972

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Raymond James Financial's LDI Position: Q2 2026 in Review

Raymond James Financial reduced its loanDepot (LDI) stake by 72% in Q2 2026, selling an estimated $35.5K and leaving 10,381 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #5353.

Raymond James Financial first reported a position in LDI in Q2 2025 and has held it in 5 quarters since. The position peaked at $87.9K in Q3 2025. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Raymond James Financial held 10,381 shares of loanDepot worth $13K as of Q2 2026.
  • Raymond James Financial sold 26,308 loanDepot shares in Q2 2026, an estimated $35.5K.
  • loanDepot made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5353 holding.
  • Raymond James Financial first reported a position in loanDepot in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's loanDepot position peaked at $87.9K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.