TFC Financial Management’s loanDepot LDI Stock Holding History

TFC Financial Management’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 Q3	$29.3K	Hold	49,572	–	–	﹤0.01%	344
2026 Q2	$62K	Hold	49,572	–	–	0.01%	265
2026 Q1	$70.4K	Hold	49,572	–	–	0.01%	237
2025 Q4	$103K	Hold	49,572	–	–	0.01%	206
2025 Q3	$152K	Hold	49,572	–	–	0.02%	144
2025 Q2	$63K	Hold	49,572	–	–	0.01%	242
2025 Q1	$59K	Hold	49,572	–	–	0.01%	241
2024 Q4	$101K	Hold	49,572	–	–	0.02%	189
2024 Q3	$135K	Hold	49,572	–	–	0.02%	161
2024 Q2	$81.8K	Hold	49,572	–	–	0.01%	194
2024 Q1	$128K	Hold	49,572	–	–	0.02%	160
2023 Q4	$174K	Hold	49,572	–	–	0.04%	124
2023 Q3	$85.3K	Hold	49,572	–	–	0.02%	175
2023 Q2	$105K	Hold	49,572	–	–	0.03%	162
2023 Q1	$79.8K	Hold	49,572	–	–	0.02%	186
2022 Q4	$81.8K	Sell	49,572 -14,465	-23%	-$22.1K	0.02%	170
2022 Q3	$85K	Sell	64,037 -14,465	-18%	-$23.7K	0.03%	165
2022 Q2	$113K	Sell	78,502 -18,611	-19%	-$50.2K	0.03%	140
2022 Q1	$403K	Sell	97,113 -18,611	-16%	-$80.8K	0.12%	66
2021 Q4	$555K	Buy	115,724 +90,852	+365%	+$532K	0.17%	47
2021 Q3	$168K	Sell	24,872 -8,290	-25%	-$77.4K	0.06%	111
2021 Q2	$426K	Buy	+33,162	New	+$541K	0.15%	60

Other funds holding LDI

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

Leisure Capital Management Costa Mesa, California $316M AUM 29.66% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

TFC Financial Management's LDI Position: Q3 2026 in Review

TFC Financial Management held its loanDepot (LDI) position steady in Q3 2026 at 49,572 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

TFC Financial Management first reported a position in LDI in Q2 2021 and has held it in 22 quarters since. The position peaked at $555K in Q4 2021. 36 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

TFC Financial Management held 49,572 shares of loanDepot worth $29.3K as of Q3 2026.
TFC Financial Management left its loanDepot share count unchanged in Q3 2026.
loanDepot made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #344 holding.
TFC Financial Management first reported a position in loanDepot in Q2 2021 and has held it in 22 quarters since.
TFC Financial Management's loanDepot position peaked at $555K in Q4 2021.
36 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.