JFS Wealth Advisors
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JFS Wealth Advisors’s Walker & Dunlop WD Stock Holding History

JFS Wealth 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
Q3 		– Sell
-6
Closed -$329 – 2328
2026
Q2 		$329 Buy
+6
New +$304 ﹤0.01% 2045
2026
Q1 		– Sell
-16
Closed -$963 – 1953
2025
Q4 		$963 Buy
16
+10
+167% +$710 ﹤0.01% 1711
2025
Q3 		$502 Sell
6
-2
-25% -$161 ﹤0.01% 1763
2025
Q2 		$564 Sell
8
-21
-72% -$1.52K ﹤0.01% 1674
2025
Q1 		$2.48K Buy
29
+6
+26% +$537 ﹤0.01% 1391
2024
Q4 		$2.24K Buy
23
+4
+21% +$433 ﹤0.01% 1429
2024
Q3 		$2.16K Buy
19
+1
+6% +$105 ﹤0.01% 1454
2024
Q2 		$1.77K Hold
18
– – ﹤0.01% 1484
2024
Q1 		$1.82K Hold
18
– – ﹤0.01% 1483
2023
Q4 		$2K Sell
18
-4
-18% -$328 ﹤0.01% 1435
2023
Q3 		$1.63K Sell
22
-2
-8% -$169 ﹤0.01% 1440
2023
Q2 		$1.9K Buy
24
+16
+200% +$1.16K ﹤0.01% 1401
2023
Q1 		$610 Sell
8
-12
-60% -$1.04K ﹤0.01% 1691
2022
Q4 		$1.57K Sell
20
-4
-17% -$336 ﹤0.01% 1466
2022
Q3 		$2K Sell
24
-2
-8% -$204 ﹤0.01% 1424
2022
Q2 		$3K Buy
26
+2
+8% +$221 ﹤0.01% 1250
2022
Q1 		$3K Buy
24
+12
+100% +$1.65K ﹤0.01% 1337
2021
Q4 		$2K Buy
+12
New +$1.67K ﹤0.01% 1192

Other funds holding WD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
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

JFS Wealth Advisors's WD Position: Q3 2026 in Review

JFS Wealth Advisors sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 6 shares — an estimated $329 sold.

JFS Wealth Advisors first reported a position in WD in Q4 2021 and held it in 18 quarters. The position peaked at $3K in Q2 2022. 81 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • JFS Wealth Advisors reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 6 Walker & Dunlop shares in Q3 2026, an estimated $329.
  • JFS Wealth Advisors first reported a position in Walker & Dunlop in Q4 2021 and held it in 18 quarters.
  • JFS Wealth Advisors's Walker & Dunlop position peaked at $3K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.