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Summit Securities Group’s loanDepot LDI Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-20,292
Closed -$62.3K – 1141
2025
Q3 		$62.3K Buy
+20,292
New +$46.9K 0.01% 505

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Summit Securities Group's LDI Position: Q4 2025 in Review

Summit Securities Group sold out of loanDepot (LDI) in Q4 2025, closing a stake of 20,292 shares — an estimated $62.3K sold.

Summit Securities Group first reported a position in LDI in Q3 2025 and held it in 1 quarter. The position peaked at $62.3K in Q3 2025. 144 funds tracked by Wall St. Rank hold LDI as of Q4 2025.

  • Summit Securities Group reported no remaining loanDepot position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 20,292 loanDepot shares in Q4 2025, an estimated $62.3K.
  • Summit Securities Group first reported a position in loanDepot in Q3 2025 and held it in 1 quarter.
  • Summit Securities Group's loanDepot position peaked at $62.3K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held loanDepot as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.