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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
Q2 		$10.9K Hold
200
– – ﹤0.01% 569
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
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

Colonial Trust Advisors's WD Position: Q2 2026 in Review

Colonial Trust Advisors held its Walker & Dunlop (WD) position steady in Q2 2026 at 200 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Colonial Trust Advisors first reported a position in WD in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.4K in Q4 2023. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Colonial Trust Advisors held 200 shares of Walker & Dunlop worth $10.9K as of Q2 2026.
  • Colonial Trust Advisors left its Walker & Dunlop share count unchanged in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #569 holding.
  • Colonial Trust Advisors first reported a position in Walker & Dunlop in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's Walker & Dunlop position peaked at $33.4K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.