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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Raymond James Financial's LDI Position: Q1 2026 in Review

Raymond James Financial increased its loanDepot (LDI) stake by 33% in Q1 2026, buying an estimated $18.5K and bringing the position to 36,689 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5125.

Raymond James Financial first reported a position in LDI in Q2 2025 and has held it in 4 quarters since. The position peaked at $87.9K in Q3 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Raymond James Financial held 36,689 shares of loanDepot worth $52.1K as of Q1 2026.
  • Raymond James Financial bought 9,002 loanDepot shares in Q1 2026, an estimated $18.5K.
  • loanDepot made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5125 holding.
  • Raymond James Financial first reported a position in loanDepot in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's loanDepot position peaked at $87.9K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.