RIL
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Rothschild Investment LLC’s loanDepot LDI Stock Holding History

Rothschild Investment LLC’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 		$494 Buy
+348
New +$716 ﹤0.01% 3132

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Rothschild Investment LLC's LDI Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in loanDepot (LDI) in Q1 2026: 348 shares worth $494. The stake represents ﹤0.01% of the portfolio and ranks #3132 among its holdings.

138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Rothschild Investment LLC held 348 shares of loanDepot worth $494 as of Q1 2026.
  • loanDepot was a new Rothschild Investment LLC position in Q1 2026.
  • loanDepot made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3132 holding.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.