Steward Partners Investment Advisory
LDI icon

Steward Partners Investment Advisory’s loanDepot LDI Stock Holding History

Steward Partners Investment 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 		$6.25K Hold
5,000
– – ﹤0.01% 3890
2026
Q1 		$7.1K Buy
+5,000
New +$10.3K ﹤0.01% 3683

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wasatch Advisors
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

Steward Partners Investment Advisory's LDI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its loanDepot (LDI) position steady in Q2 2026 at 5,000 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3890.

Steward Partners Investment Advisory first reported a position in LDI in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.1K in Q1 2026. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Steward Partners Investment Advisory held 5,000 shares of loanDepot worth $6.25K as of Q2 2026.
  • Steward Partners Investment Advisory left its loanDepot share count unchanged in Q2 2026.
  • loanDepot made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3890 holding.
  • Steward Partners Investment Advisory first reported a position in loanDepot in Q1 2026 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's loanDepot position peaked at $7.1K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.