AF
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Allworth Financial’s Walker & Dunlop WD Stock Holding History

Allworth Financial’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Buy
2,356
+1,858
+373% +$94.1K ﹤0.01% 1786
2026
Q1 		$22.1K Buy
498
+274
+122% +$15.4K ﹤0.01% 2921
2025
Q4 		$13.5K Sell
224
-286
-56% -$20.3K ﹤0.01% 3058
2025
Q3 		$42.6K Buy
510
+31
+6% +$2.5K ﹤0.01% 2208
2025
Q2 		$33.7K Buy
479
+257
+116% +$18.6K ﹤0.01% 2189
2025
Q1 		$17K Buy
222
+20
+10% +$1.79K ﹤0.01% 2175
2024
Q4 		$19.2K Buy
202
+55
+37% +$5.95K ﹤0.01% 2134
2024
Q3 		$16.7K Buy
147
+41
+39% +$4.29K ﹤0.01% 2024
2024
Q2 		$11.3K Hold
106
– – ﹤0.01% 2177
2024
Q1 		$10.7K Hold
106
– – ﹤0.01% 2079
2023
Q4 		$11.7K Sell
106
-255
-71% -$20.9K ﹤0.01% 1919
2023
Q3 		$26.8K Sell
361
-15
-4% -$1.27K ﹤0.01% 1359
2023
Q2 		$29.7K Buy
376
+236
+169% +$17K ﹤0.01% 1323
2023
Q1 		$10.7K Sell
140
-11
-7% -$954 ﹤0.01% 1767
2022
Q4 		$11.8K Buy
151
+10
+7% +$840 ﹤0.01% 1635
2022
Q3 		$12K Buy
141
+1
+0.7% +$102 ﹤0.01% 1582
2022
Q2 		$13K Buy
140
+10
+8% +$1.1K ﹤0.01% 1468
2022
Q1 		$17K Hold
130
– – ﹤0.01% 1326
2021
Q4 		$20K Hold
130
– – ﹤0.01% 1132
2021
Q3 		$15K Hold
130
– – ﹤0.01% 1132
2021
Q2 		$14K Hold
130
– – ﹤0.01% 954
2021
Q1 		$13K Buy
+130
New +$12.6K ﹤0.01% 918

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Allworth Financial's WD Position: Q2 2026 in Review

Allworth Financial increased its Walker & Dunlop (WD) stake by 373% in Q2 2026, buying an estimated $94.1K and bringing the position to 2,356 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Allworth Financial first reported a position in WD in Q1 2021 and has held it in 22 quarters since. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Allworth Financial held 2,356 shares of Walker & Dunlop worth $129K as of Q2 2026.
  • Allworth Financial bought 1,858 Walker & Dunlop shares in Q2 2026, an estimated $94.1K.
  • Walker & Dunlop made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1786 holding.
  • Allworth Financial first reported a position in Walker & Dunlop in Q1 2021 and has held it in 22 quarters since.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.