Rockefeller Capital Management
LDI icon

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
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

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VCM
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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 $2.9T AUM 29.55% 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

Rockefeller Capital Management's LDI Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in loanDepot (LDI) in Q1 2026: 4,324 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #4187 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in LDI as recently as Q4 2022.

Rockefeller Capital Management first reported a position in LDI in Q3 2021 and has held it in 4 quarters since. The position peaked at $10K in Q3 2021. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Rockefeller Capital Management held 4,324 shares of loanDepot worth $6.14K as of Q1 2026.
  • loanDepot was a new Rockefeller Capital Management position in Q1 2026.
  • loanDepot made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4187 holding.
  • Rockefeller Capital Management first reported a position in loanDepot in Q3 2021 and has held it in 4 quarters since.
  • Rockefeller Capital Management's loanDepot position peaked at $10K in Q3 2021.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.