Jones Financial Companies
WD icon

Jones Financial Companies’s Walker & Dunlop WD Stock Holding History

Jones Financial Companies’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 		$106K Buy
1,946
+1,669
+603% +$84.5K ﹤0.01% 2834
2026
Q1 		$11.9K Buy
277
+112
+68% +$6.31K ﹤0.01% 3515
2025
Q4 		$9.91K Buy
165
+1
+0.6% +$71 ﹤0.01% 3223
2025
Q3 		$13.7K Buy
164
+8
+5% +$644 ﹤0.01% 2963
2025
Q2 		$11K Sell
156
-9
-5% -$650 ﹤0.01% 2837
2025
Q1 		$13.9K Buy
165
+57
+53% +$5.1K ﹤0.01% 2570
2024
Q4 		$10.5K Buy
108
+25
+30% +$2.71K ﹤0.01% 2513
2024
Q3 		$9.25K Buy
83
+51
+159% +$5.34K ﹤0.01% 2238
2024
Q2 		$3.16K Buy
+32
New +$3.04K ﹤0.01% 2061

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

Jones Financial Companies's WD Position: Q2 2026 in Review

Jones Financial Companies increased its Walker & Dunlop (WD) stake by 603% in Q2 2026, buying an estimated $84.5K and bringing the position to 1,946 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Jones Financial Companies first reported a position in WD in Q2 2024 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Jones Financial Companies held 1,946 shares of Walker & Dunlop worth $106K as of Q2 2026.
  • Jones Financial Companies bought 1,669 Walker & Dunlop shares in Q2 2026, an estimated $84.5K.
  • Walker & Dunlop made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2834 holding.
  • Jones Financial Companies first reported a position in Walker & Dunlop in Q2 2024 and has held it in 9 quarters since.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.