Position in LDI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$72,735
-$145,319 QoQ
Shares Held
51,223
-51.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $39,361,491 across 9 Mortgage Finance names. LDI ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,416,147 | $34,430,093 | |
| 2 | UWMC |
UWM Holdings Corp
|
634,458 | $2,296,737 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
12,291 | $1,074,233 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
21,192 | $940,499 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
5,382 | $191,706 | |
| 6 | VEL |
Velocity Financial, Inc.
|
8,581 | $155,230 | |
| 7 | ONIT |
Onity Group Inc.
|
2,670 | $104,850 | |
| 8 | GHI |
Greystone Housing Impact Investors LP
|
19,392 | $95,408 |
All Filings in LDI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,735 | 51,223 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $218,054 | 105,341 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $204,301 | 66,548 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,351 | 55,396 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,570 | 3,000 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,120 | 3,000 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,570 | 9,000 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,850 | 9,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $24,514 | 9,465 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $46,407 | 13,184 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $16,203 | 9,421 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,621 | 10,199 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $16,350 | 10,156 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $16,765 | 10,161 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,342 | 10,108 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $777,105 | 539,657 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,410 | 6,123 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,484 | 5,101 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $683 | 101 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $346 | 27 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $518 | 26 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||