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Sound Income Strategies’s loanDepot LDI Stock Holding History

Sound Income Strategies’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 		– Sell
-20
Closed -$28 – 1545
2026
Q1 		$28 Hold
20
– – ﹤0.01% 2548
2025
Q4 		$64 Hold
20
– – ﹤0.01% 2465
2025
Q3 		$60 Hold
20
– – ﹤0.01% 1636
2025
Q2 		$25 Hold
20
– – ﹤0.01% 1572
2025
Q1 		$24 Buy
+20
New +$32 ﹤0.01% 1523

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sound Income Strategies's LDI Position: Q2 2026 in Review

Sound Income Strategies sold out of loanDepot (LDI) in Q2 2026, closing a stake of 20 shares — an estimated $28 sold.

Sound Income Strategies first reported a position in LDI in Q1 2025 and held it in 5 quarters. The position peaked at $64 in Q4 2025. 73 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Sound Income Strategies reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 20 loanDepot shares in Q2 2026, an estimated $28.
  • Sound Income Strategies first reported a position in loanDepot in Q1 2025 and held it in 5 quarters.
  • Sound Income Strategies's loanDepot position peaked at $64 in Q4 2025.
  • 73 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.