TFC Financial Management, Inc.

Position in LDI — loanDepot, Inc.

CIK 1827844 BOSTON, MA

Position in LDI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$61,965

-$8,427 QoQ

Shares Held

49,572

0.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#62

of 128 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TFC Financial Management, Inc. holds $149,086 across 3 Mortgage Finance names. LDI ranks #2 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	5,526	$87,034
2	LDI	loanDepot, Inc. This page	49,572	$61,965
3	PFSI	PennyMac Financial Services, Inc.	1	$87

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,965	49,572	0.0%	Shares	Sole	2026-07-23
2026-03-31	$70,392	49,572	0.0%	Shares	Sole	2026-04-23
2025-12-31	$102,614	49,572	0.0%	Shares	Sole	2026-01-23
2025-09-30	$152,186	49,572	0.0%	Shares	Sole	2025-10-24
2025-06-30	$62,956	49,572	0.0%	Shares	Sole	2025-07-29
2025-03-31	$58,990	49,572	0.0%	Shares	Sole	2025-04-24
2024-12-31	$101,126	49,572	0.0%	Shares	Sole	2025-01-29
2024-09-30	$135,331	49,572	0.0%	Shares	Sole	2024-10-25
2024-06-30	$81,793	49,572	0.0%	Shares	Sole	2024-07-23
2024-03-31	$128,391	49,572	0.0%	Shares	Sole	2024-04-30
2023-12-31	$174,493	49,572	0.0%	Shares	Sole	2024-01-25
2023-09-30	$85,263	49,572	0.0%	Shares	Sole	2023-10-23
2023-06-30	$105,092	49,572	0.0%	Shares	Sole	2023-08-07
2023-03-31	$79,810	49,572	0.0%	Shares	Sole	2023-05-08
2022-12-31	$81,793	49,572	-22.6%	Shares	Sole	2023-02-13
2022-09-30	$84,528	64,037	-18.4%	Shares	Sole	2022-10-21
2022-06-30	$113,042	78,502	-19.2%	Shares	Sole	2022-08-03
2022-03-31	$403,018	97,113	-16.1%	Shares	Sole	2022-05-04
2021-12-31	$555,475	115,724	+365.3%	Shares	Sole	2022-02-02
2021-09-30	$168,383	24,872	-25.0%	Shares	Sole	2021-11-02
2021-06-30	$426,131	33,162	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.