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Cornerstone Planning Group’s Walker & Dunlop WD Stock Holding History

Cornerstone Planning Group’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 		$573 Hold
12
– – ﹤0.01% 1656
2026
Q1 		$614 Buy
+12
New +$676 ﹤0.01% 1587

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

Cornerstone Planning Group's WD Position: Q2 2026 in Review

Cornerstone Planning Group held its Walker & Dunlop (WD) position steady in Q2 2026 at 12 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Cornerstone Planning Group first reported a position in WD in Q1 2026 and has held it in 2 quarters since. The position peaked at $614 in Q1 2026. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Cornerstone Planning Group held 12 shares of Walker & Dunlop worth $573 as of Q2 2026.
  • Cornerstone Planning Group left its Walker & Dunlop share count unchanged in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1656 holding.
  • Cornerstone Planning Group first reported a position in Walker & Dunlop in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Walker & Dunlop position peaked at $614 in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.