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Bare Financial Services’s Walker & Dunlop WD Stock Holding History

Bare Financial Services’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 		$547 Buy
10
+2
+25% +$101 ﹤0.01% 1662
2026
Q1 		$355 Sell
8
-15
-65% -$846 ﹤0.01% 1693
2025
Q4 		$1.38K Sell
23
-15
-39% -$1.06K ﹤0.01% 1002
2025
Q3 		$3.18K Sell
38
-1
-3% -$81 ﹤0.01% 691
2025
Q2 		$2.75K Buy
39
+21
+117% +$1.52K ﹤0.01% 694
2025
Q1 		$1.54K Buy
+18
New +$1.61K ﹤0.01% 370

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 $3.37T AUM 44.26% 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 $5.96B AUM 38.5% 1-Year Est. Return

Bare Financial Services's WD Position: Q2 2026 in Review

Bare Financial Services increased its Walker & Dunlop (WD) stake by 25% in Q2 2026, buying an estimated $101 and bringing the position to 10 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Bare Financial Services first reported a position in WD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.18K in Q3 2025. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Bare Financial Services held 10 shares of Walker & Dunlop worth $547 as of Q2 2026.
  • Bare Financial Services bought 2 Walker & Dunlop shares in Q2 2026, an estimated $101.
  • Walker & Dunlop made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1662 holding.
  • Bare Financial Services first reported a position in Walker & Dunlop in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Walker & Dunlop position peaked at $3.18K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.