Sincerus Advisory
LDI icon

Sincerus Advisory’s loanDepot LDI Stock Holding History

Sincerus Advisory’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
Q3 		$9.5K Hold
16,129
– – 0.01% 87
2026
Q2 		$20.2K Hold
16,129
– – 0.01% 81
2026
Q1 		$22.9K Hold
16,129
– – 0.02% 76
2025
Q4 		$33.4K Buy
+16,129
New +$44.8K 0.03% 74

Other funds holding LDI

Kingsbury Capital Investment Advisors
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Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return

Sincerus Advisory's LDI Position: Q3 2026 in Review

Sincerus Advisory held its loanDepot (LDI) position steady in Q3 2026 at 16,129 shares worth $9.5K. The position accounts for 0.01% of the portfolio, ranked #87.

Sincerus Advisory first reported a position in LDI in Q4 2025 and has held it in 4 quarters since. The position peaked at $33.4K in Q4 2025. 22 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Sincerus Advisory held 16,129 shares of loanDepot worth $9.5K as of Q3 2026.
  • Sincerus Advisory left its loanDepot share count unchanged in Q3 2026.
  • loanDepot made up 0.01% of Sincerus Advisory's portfolio in Q3 2026, its #87 holding.
  • Sincerus Advisory first reported a position in loanDepot in Q4 2025 and has held it in 4 quarters since.
  • Sincerus Advisory's loanDepot position peaked at $33.4K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.