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Root Financial Partners’s loanDepot LDI Stock Holding History

Root Financial Partners’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 		– Sell
-3,000
Closed -$6.21K – 3521
2025
Q4 		$6.21K Hold
3,000
– – ﹤0.01% 1694
2025
Q3 		$9.21K Buy
+3,000
New +$6.93K ﹤0.01% 1482

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Charles Schwab
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Root Financial Partners's LDI Position: Q1 2026 in Review

Root Financial Partners sold out of loanDepot (LDI) in Q1 2026, closing a stake of 3,000 shares — an estimated $6.21K sold.

Root Financial Partners first reported a position in LDI in Q3 2025 and held it in 2 quarters. The position peaked at $9.21K in Q3 2025. 139 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Root Financial Partners reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,000 loanDepot shares in Q1 2026, an estimated $6.21K.
  • Root Financial Partners first reported a position in loanDepot in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's loanDepot position peaked at $9.21K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.