Rockefeller Capital Management’s loanDepot LDI Stock Holding History

Rockefeller Capital Management’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	$128	Sell	102 -4,222	-98%	-$5.69K	﹤0.01%	4681
2026 Q1	$6.14K	Buy	+4,324	New	+$8.89K	﹤0.01%	4187
2023 Q1	–	Sell	-245	Closed	–	–	3044
2022 Q4	$0	Hold	245	–	–	﹤0.01%	4055
2022 Q3	$0	Buy	+245	New	+$402	﹤0.01%	4160
2021 Q4	–	Sell	-1,500	Closed	-$8.78K	–	3890
2021 Q3	$10K	Buy	+1,500	New	+$14K	﹤0.01%	2893

Other funds holding LDI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Rockefeller Capital Management's LDI Position: Q2 2026 in Review

Rockefeller Capital Management reduced its loanDepot (LDI) stake by 98% in Q2 2026, selling an estimated $5.69K and leaving 102 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #4681.

Rockefeller Capital Management first reported a position in LDI in Q3 2021 and has held it in 5 quarters since. The position peaked at $10K in Q3 2021. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

Rockefeller Capital Management held 102 shares of loanDepot worth $128 as of Q2 2026.
Rockefeller Capital Management sold 4,222 loanDepot shares in Q2 2026, an estimated $5.69K.
loanDepot made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4681 holding.
Rockefeller Capital Management first reported a position in loanDepot in Q3 2021 and has held it in 5 quarters since.
Rockefeller Capital Management's loanDepot position peaked at $10K in Q3 2021.
129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.