Colonial Trust Advisors’s Walker & Dunlop WD Stock Holding History

Colonial Trust Advisors’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	$8.88K	Hold	200	–	–	﹤0.01%	547
2025 Q4	$12K	Hold	200	–	–	﹤0.01%	493
2025 Q3	$16.7K	Hold	200	–	–	﹤0.01%	443
2025 Q2	$14.1K	Hold	200	–	–	﹤0.01%	474
2025 Q1	$17.1K	Hold	200	–	–	﹤0.01%	448
2024 Q4	$19.4K	Hold	200	–	–	﹤0.01%	411
2024 Q3	$22.7K	Sell	200 -102	-34%	-$10.7K	﹤0.01%	423
2024 Q2	$29.7K	Buy	302 +1	+0.3%	+$95	﹤0.01%	375
2024 Q1	$30.5K	Hold	301	–	–	﹤0.01%	394
2023 Q4	$33.4K	Buy	301 +1	+0.3%	+$82	﹤0.01%	362
2023 Q3	$22.3K	Buy	300 +51	+20%	+$4.31K	﹤0.01%	415
2023 Q2	$19.7K	Buy	249 +1	+0.4%	+$72	﹤0.01%	432
2023 Q1	$18.9K	Buy	248 +1	+0.4%	+$87	﹤0.01%	433
2022 Q4	$19.4K	Buy	+247	New	+$20.7K	﹤0.01%	424

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Colonial Trust Advisors's WD Position: Q1 2026 in Review

Colonial Trust Advisors held its Walker & Dunlop (WD) position steady in Q1 2026 at 200 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Colonial Trust Advisors first reported a position in WD in Q4 2022 and has held it in 14 quarters since. The position peaked at $33.4K in Q4 2023. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Colonial Trust Advisors held 200 shares of Walker & Dunlop worth $8.88K as of Q1 2026.
Colonial Trust Advisors left its Walker & Dunlop share count unchanged in Q1 2026.
Walker & Dunlop made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #547 holding.
Colonial Trust Advisors first reported a position in Walker & Dunlop in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Walker & Dunlop position peaked at $33.4K in Q4 2023.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.