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BFC Planning, Inc.’s Walker & Dunlop WD Stock Holding History

BFC Planning, Inc.’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
-300
Closed -$16.4K – 3621
2026
Q2 		$16.4K Hold
300
– – ﹤0.01% 2113
2026
Q1 		$13.3K Hold
300
– – ﹤0.01% 1903
2025
Q4 		$18K Sell
300
-44
-13% -$3.12K ﹤0.01% 1796
2025
Q3 		$28.8K Buy
344
+44
+15% +$3.54K ﹤0.01% 1402
2025
Q2 		$21.1K Hold
300
– – ﹤0.01% 1472
2025
Q1 		$25.6K Hold
300
– – ﹤0.01% 1366
2024
Q4 		$29.2K Hold
300
– – ﹤0.01% 1315
2024
Q3 		$34.1K Buy
+300
New +$31.4K ﹤0.01% 1237

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Dimensional Fund Advisors
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Erste Asset Management
Erste Asset Management Vienna, Austria $13.7B AUM 40.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

BFC Planning, Inc.'s WD Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 300 shares — an estimated $16.4K sold.

BFC Planning, Inc. first reported a position in WD in Q3 2024 and held it in 8 quarters. The position peaked at $34.1K in Q3 2024. 175 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 300 Walker & Dunlop shares in Q3 2026, an estimated $16.4K.
  • BFC Planning, Inc. first reported a position in Walker & Dunlop in Q3 2024 and held it in 8 quarters.
  • BFC Planning, Inc.'s Walker & Dunlop position peaked at $34.1K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.