Bank of Montreal
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Bank of Montreal’s Walker & Dunlop WD Stock Holding History

Bank of Montreal’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
Q1 		$571K Buy
+12,861
New +$725K ﹤0.01% 2326
2025
Q3 		– Sell
-5,030
Closed -$355K – 3831
2025
Q2 		$355K Sell
5,030
-759
-13% -$54.8K ﹤0.01% 2491
2025
Q1 		$494K Buy
5,789
+1,231
+27% +$110K ﹤0.01% 2205
2024
Q4 		$443K Buy
4,558
+310
+7% +$33.6K ﹤0.01% 2306
2024
Q3 		$476K Sell
4,248
-150
-3% -$15.7K ﹤0.01% 2451
2024
Q2 		$432K Buy
4,398
+110
+3% +$10.5K ﹤0.01% 2492
2024
Q1 		$434K Buy
4,288
+250
+6% +$24K ﹤0.01% 2535
2023
Q4 		$457K Buy
4,038
+35
+0.9% +$2.87K ﹤0.01% 2564
2023
Q3 		$338K Sell
4,003
-72
-2% -$6.08K ﹤0.01% 2719
2023
Q2 		$329K Sell
4,075
-2,402
-37% -$173K ﹤0.01% 2879
2023
Q1 		$604K Buy
6,477
+2,085
+47% +$181K ﹤0.01% 2360
2022
Q4 		$349K Buy
4,392
+1,140
+35% +$95.7K ﹤0.01% 2825
2022
Q3 		$314 Buy
3,252
+160
+5% +$16.3K ﹤0.01% 2907
2022
Q2 		$307 Sell
3,092
-5,040
-62% -$556K ﹤0.01% 2997
2022
Q1 		$1.08M Buy
8,132
+23
+0.3% +$3.16K ﹤0.01% 2277
2021
Q4 		$1.24M Sell
8,109
-2,068
-20% -$288K ﹤0.01% 1824
2021
Q3 		$1.18M Sell
10,177
-224
-2% -$23.5K ﹤0.01% 2384
2021
Q2 		$1.12M Buy
10,401
+1,366
+15% +$143K ﹤0.01% 2413
2021
Q1 		$964K Buy
9,035
+864
+11% +$83.9K ﹤0.01% 2217
2020
Q4 		$732K Sell
8,171
-83,550
-91% -$6.19M ﹤0.01% 2475
2020
Q3 		$5.4M Sell
91,721
-90,486
-50% -$4.75M ﹤0.01% 1159
2020
Q2 		$8.37M Buy
182,207
+12,257
+7% +$501K 0.01% 930
2020
Q1 		$5.28M Sell
169,950
-6,129
-3% -$386K 0.01% 961
2019
Q4 		$11.4M Buy
176,079
+62,829
+55% +$3.97M 0.01% 917
2019
Q3 		$6.33M Buy
113,250
+26,383
+30% +$1.48M 0.01% 1072
2019
Q2 		$4.62M Sell
86,867
-4,628
-5% -$245K ﹤0.01% 1235
2019
Q1 		$4.66M Sell
91,495
-4,208
-4% -$214K ﹤0.01% 1207
2018
Q4 		$4.14M Buy
95,703
+10,154
+12% +$467K ﹤0.01% 1178
2018
Q3 		$4.53M Buy
85,549
+26,986
+46% +$1.5M ﹤0.01% 1248
2018
Q2 		$3.26M Sell
58,563
-1,129
-2% -$65.1K ﹤0.01% 1385
2018
Q1 		$3.55M Buy
59,692
+553
+0.9% +$27.4K ﹤0.01% 1315
2017
Q4 		$2.81M Buy
59,139
+4,871
+9% +$248K ﹤0.01% 1422
2017
Q3 		$2.84M Sell
54,268
-3,750
-6% -$183K ﹤0.01% 1438
2017
Q2 		$2.83M Sell
58,018
-24,728
-30% -$1.15M ﹤0.01% 1450
2017
Q1 		$3.45M Sell
82,746
-12,851
-13% -$474K ﹤0.01% 1238
2016
Q4 		$2.81M Buy
95,597
+25,265
+36% +$708K ﹤0.01% 1361
2016
Q3 		$1.78M Sell
70,332
-21,913
-24% -$557K ﹤0.01% 1561
2016
Q2 		$2.1M Sell
92,245
-17,701
-16% -$414K ﹤0.01% 1488
2016
Q1 		$2.67M Sell
109,946
-6,040
-5% -$143K ﹤0.01% 1292
2015
Q4 		$3.34M Buy
115,986
+82,219
+243% +$2.37M ﹤0.01% 1156
2015
Q3 		$880K Sell
33,767
-3,850
-10% -$96.3K ﹤0.01% 1621
2015
Q2 		$1.01M Sell
37,617
-2,090
-5% -$46.4K ﹤0.01% 1664
2015
Q1 		$704K Buy
39,707
+9,438
+31% +$160K ﹤0.01% 1780
2014
Q4 		$531K Buy
30,269
+14,530
+92% +$231K ﹤0.01% 2030
2014
Q3 		$209K Buy
15,739
+370
+2% +$5.13K ﹤0.01% 2519
2014
Q2 		$217K Buy
15,369
+3,939
+34% +$60.1K ﹤0.01% 2483
2014
Q1 		$187K Buy
+11,430
New +$179K ﹤0.01% 2531

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bank of Montreal's WD Position: Q1 2026 in Review

Bank of Montreal opened a new position in Walker & Dunlop (WD) in Q1 2026: 12,861 shares worth $571K. The stake represents ﹤0.01% of the portfolio and ranks #2326 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in WD as recently as Q2 2025.

Bank of Montreal first reported a position in WD in Q1 2014 and has held it in 47 quarters since. The position peaked at $11.4M in Q4 2019. 255 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Bank of Montreal held 12,861 shares of Walker & Dunlop worth $571K as of Q1 2026.
  • Walker & Dunlop was a new Bank of Montreal position in Q1 2026.
  • Walker & Dunlop made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2326 holding.
  • Bank of Montreal first reported a position in Walker & Dunlop in Q1 2014 and has held it in 47 quarters since.
  • Bank of Montreal's Walker & Dunlop position peaked at $11.4M in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.