SS
LDI icon

Steve Schonfeld’s loanDepot LDI Stock Holding History

Steve Schonfeld’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 		– Sell
-58,465
Closed -$121K – 2458
2025
Q4 		$121K Buy
58,465
+25,065
+75% +$69.6K ﹤0.01% 1793
2025
Q3 		$103K Buy
+33,400
New +$77.2K ﹤0.01% 2019
2025
Q1 		– Sell
-10,661
Closed -$21.7K – 2364
2024
Q4 		$21.7K Buy
+10,661
New +$23.8K ﹤0.01% 1896
2024
Q2 		– Sell
-13,655
Closed -$35.4K – 2375
2024
Q1 		$35.4K Buy
+13,655
New +$36.7K ﹤0.01% 1909
2023
Q3 		– Sell
-10,600
Closed -$22.5K – 2053
2023
Q2 		$22.5K Buy
+10,600
New +$19.5K ﹤0.01% 1888
2022
Q4 		– Sell
-21,400
Closed -$28K – 2831
2022
Q3 		$28K Hold
21,400
– – ﹤0.01% 2699
2022
Q2 		$31K Sell
21,400
-3,700
-15% -$9.98K ﹤0.01% 2270
2022
Q1 		$105K Buy
+25,100
New +$109K ﹤0.01% 2214

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steve Schonfeld's LDI Position: Q1 2026 in Review

Steve Schonfeld sold out of loanDepot (LDI) in Q1 2026, closing a stake of 58,465 shares — an estimated $121K sold.

Steve Schonfeld first reported a position in LDI in Q1 2022 and held it in 8 quarters. The position peaked at $121K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Steve Schonfeld reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
  • Steve Schonfeld sold 58,465 loanDepot shares in Q1 2026, an estimated $121K.
  • Steve Schonfeld first reported a position in loanDepot in Q1 2022 and held it in 8 quarters.
  • Steve Schonfeld's loanDepot position peaked at $121K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.