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Transamerica Financial Advisors’s loanDepot LDI Stock Holding History

Transamerica Financial Advisors’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 		$60 Buy
48
+14
+41% +$19 ﹤0.01% 2109
2026
Q1 		$48 Buy
+34
New +$70 ﹤0.01% 1898

Other funds holding LDI

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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Transamerica Financial Advisors's LDI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its loanDepot (LDI) stake by 41% in Q2 2026, buying an estimated $19 and bringing the position to 48 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Transamerica Financial Advisors first reported a position in LDI in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Transamerica Financial Advisors held 48 shares of loanDepot worth $60 as of Q2 2026.
  • Transamerica Financial Advisors bought 14 loanDepot shares in Q2 2026, an estimated $19.
  • loanDepot made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2109 holding.
  • Transamerica Financial Advisors first reported a position in loanDepot in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.