SAMC
LDI icon

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
Q2 		$15K Buy
12,000
+2,000
+20% +$2.7K ﹤0.01% 112
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Spectrum Asset Management (California)'s LDI Position: Q2 2026 in Review

Spectrum Asset Management (California) increased its loanDepot (LDI) stake by 20% in Q2 2026, buying an estimated $2.7K and bringing the position to 12,000 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

Spectrum Asset Management (California) first reported a position in LDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.7K in Q4 2025. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Spectrum Asset Management (California) held 12,000 shares of loanDepot worth $15K as of Q2 2026.
  • Spectrum Asset Management (California) bought 2,000 loanDepot shares in Q2 2026, an estimated $2.7K.
  • loanDepot made up ﹤0.01% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #112 holding.
  • Spectrum Asset Management (California) first reported a position in loanDepot in Q4 2025 and has held it in 3 quarters since.
  • Spectrum Asset Management (California)'s loanDepot position peaked at $20.7K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.