UCFA
LDI icon

United Capital Financial Advisors’s loanDepot LDI Stock Holding History

United Capital 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 		$15.8K Sell
12,674
-1,354
-10% -$1.82K ﹤0.01% 1617
2026
Q1 		$19.9K Sell
14,028
-509
-4% -$1.05K ﹤0.01% 1628
2025
Q4 		$30.1K Buy
14,537
+5
+0% +$14 ﹤0.01% 1368
2025
Q3 		$44.6K Buy
14,532
+4
+0% +$9 ﹤0.01% 1198
2025
Q2 		$18.5K Sell
14,528
-4,052
-22% -$4.95K ﹤0.01% 1089
2025
Q1 		$22.1K Hold
18,580
– – ﹤0.01% 1060
2024
Q4 		$37.9K Hold
18,580
– – ﹤0.01% 1055
2024
Q3 		$50.7K Buy
18,580
+4,771
+35% +$11.3K ﹤0.01% 1039
2024
Q2 		$22.8K Buy
+13,809
New +$29.5K ﹤0.01% 1027

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

United Capital Financial Advisors's LDI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its loanDepot (LDI) stake by 9.7% in Q2 2026, selling an estimated $1.82K and leaving 12,674 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

United Capital Financial Advisors first reported a position in LDI in Q2 2024 and has held it in 9 quarters since. The position peaked at $50.7K in Q3 2024. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • United Capital Financial Advisors held 12,674 shares of loanDepot worth $15.8K as of Q2 2026.
  • United Capital Financial Advisors sold 1,354 loanDepot shares in Q2 2026, an estimated $1.82K.
  • loanDepot made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1617 holding.
  • United Capital Financial Advisors first reported a position in loanDepot in Q2 2024 and has held it in 9 quarters since.
  • United Capital Financial Advisors's loanDepot position peaked at $50.7K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

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