Cornerstone Planning Group
WD icon

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
Q3 		– Sell
-12
Closed -$573 – 1697
2026
Q2 		$573 Hold
12
– – ﹤0.01% 1656
2026
Q1 		$614 Buy
+12
New +$676 ﹤0.01% 1587

Other funds holding WD

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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cornerstone Planning Group's WD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 12 shares — an estimated $573 sold.

Cornerstone Planning Group first reported a position in WD in Q1 2026 and held it in 2 quarters. The position peaked at $614 in Q1 2026. 26 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 Walker & Dunlop shares in Q3 2026, an estimated $573.
  • Cornerstone Planning Group first reported a position in Walker & Dunlop in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Walker & Dunlop position peaked at $614 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.