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Spectrum Asset Management (California)’s loanDepot LDI Stock Holding History

Spectrum Asset Management (California)’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 		$14.2K Hold
10,000
– – ﹤0.01% 105
2025
Q4 		$20.7K Buy
+10,000
New +$27.8K 0.01% 103

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

Spectrum Asset Management (California)'s LDI Position: Q1 2026 in Review

Spectrum Asset Management (California) held its loanDepot (LDI) position steady in Q1 2026 at 10,000 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Spectrum Asset Management (California) first reported a position in LDI in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.7K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Spectrum Asset Management (California) held 10,000 shares of loanDepot worth $14.2K as of Q1 2026.
  • Spectrum Asset Management (California) left its loanDepot share count unchanged in Q1 2026.
  • loanDepot made up ﹤0.01% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #105 holding.
  • Spectrum Asset Management (California) first reported a position in loanDepot in Q4 2025 and has held it in 2 quarters since.
  • Spectrum Asset Management (California)'s loanDepot position peaked at $20.7K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.