Wells Fargo
LDI icon

Wells Fargo’s loanDepot LDI Stock Holding History

Wells Fargo’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
Q1 		$72.7K Sell
51,223
-54,118
-51% -$111K ﹤0.01% 5281
2025
Q4 		$218K Buy
105,341
+38,793
+58% +$108K ﹤0.01% 5028
2025
Q3 		$204K Buy
66,548
+11,152
+20% +$25.8K ﹤0.01% 4922
2025
Q2 		$70.4K Buy
55,396
+52,396
+1,747% +$64.1K ﹤0.01% 5381
2025
Q1 		$3.57K Hold
3,000
– – ﹤0.01% 6083
2024
Q4 		$6.12K Sell
3,000
-6,000
-67% -$13.4K ﹤0.01% 6030
2024
Q3 		$24.6K Hold
9,000
– – ﹤0.01% 5581
2024
Q2 		$14.8K Sell
9,000
-465
-5% -$993 ﹤0.01% 5657
2024
Q1 		$24.5K Sell
9,465
-3,719
-28% -$9.99K ﹤0.01% 5519
2023
Q4 		$46.4K Buy
13,184
+3,763
+40% +$7.07K ﹤0.01% 5307
2023
Q3 		$16.2K Sell
9,421
-778
-8% -$1.58K ﹤0.01% 5673
2023
Q2 		$21.6K Buy
10,199
+43
+0.4% +$79 ﹤0.01% 5710
2023
Q1 		$16.4K Sell
10,156
-5
-0% -$10 ﹤0.01% 5706
2022
Q4 		$16.8K Buy
10,161
+53
+0.5% +$81 ﹤0.01% 5341
2022
Q3 		$13K Sell
10,108
-529,549
-98% -$869K ﹤0.01% 5580
2022
Q2 		$777K Buy
539,657
+533,534
+8,714% +$1.44M ﹤0.01% 3459
2022
Q1 		$26K Buy
6,123
+1,022
+20% +$4.44K ﹤0.01% 5925
2021
Q4 		$24K Buy
5,101
+5,000
+4,950% +$29.3K ﹤0.01% 6271
2021
Q3 		$1K Buy
101
+74
+274% +$691 ﹤0.01% 6733
2021
Q2 		$0 Buy
27
+1
+4% +$16 ﹤0.01% 7215
2021
Q1 		$1K Buy
+26
New +$554 ﹤0.01% 6735

Other funds holding LDI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return