SP
LDI icon

Successful Portfolios’s loanDepot LDI Stock Holding History

Successful Portfolios’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
-10,000
Closed -$14.2K – 200
2026
Q1 		$14.2K Hold
10,000
– – 0.01% 188
2025
Q4 		$29.1K Buy
+10,000
New +$27.8K 0.01% 191

Other funds holding LDI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Successful Portfolios's LDI Position: Q2 2026 in Review

Successful Portfolios sold out of loanDepot (LDI) in Q2 2026, closing a stake of 10,000 shares — an estimated $14.2K sold.

Successful Portfolios first reported a position in LDI in Q4 2025 and held it in 2 quarters. The position peaked at $29.1K in Q4 2025. 6 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Successful Portfolios reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
  • Successful Portfolios sold 10,000 loanDepot shares in Q2 2026, an estimated $14.2K.
  • Successful Portfolios first reported a position in loanDepot in Q4 2025 and held it in 2 quarters.
  • Successful Portfolios's loanDepot position peaked at $29.1K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.