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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sincerus Advisory's LDI Position: Q2 2026 in Review

Sincerus Advisory held its loanDepot (LDI) position steady in Q2 2026 at 16,129 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #81.

Sincerus Advisory first reported a position in LDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.4K in Q4 2025. 11 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Sincerus Advisory held 16,129 shares of loanDepot worth $20.2K as of Q2 2026.
  • Sincerus Advisory left its loanDepot share count unchanged in Q2 2026.
  • loanDepot made up 0.01% of Sincerus Advisory's portfolio in Q2 2026, its #81 holding.
  • Sincerus Advisory first reported a position in loanDepot in Q4 2025 and has held it in 3 quarters since.
  • Sincerus Advisory's loanDepot position peaked at $33.4K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.