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Kestra Advisory Services’s Walker & Dunlop WD Stock Holding History

Kestra Advisory Services’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 		$793K Buy
14,493
+1,134
+8% +$57.4K ﹤0.01% 1993
2026
Q1 		$593K Sell
13,359
-225
-2% -$12.7K ﹤0.01% 2088
2025
Q4 		$817K Buy
13,584
+882
+7% +$62.6K ﹤0.01% 1802
2025
Q3 		$1.06M Buy
12,702
+142
+1% +$11.4K ﹤0.01% 1548
2025
Q2 		$885K Buy
12,560
+134
+1% +$9.68K ﹤0.01% 1563
2025
Q1 		$1.06M Buy
12,426
+148
+1% +$13.3K 0.01% 1361
2024
Q4 		$1.19M Sell
12,278
-236
-2% -$25.5K 0.01% 1299
2024
Q3 		$1.42M Buy
12,514
+93
+0.7% +$9.73K 0.01% 1136
2024
Q2 		$1.22M Buy
12,421
+185
+2% +$17.6K 0.01% 1209
2024
Q1 		$1.24M Buy
12,236
+76
+0.6% +$7.3K 0.01% 1117
2023
Q4 		$1.35M Buy
12,160
+91
+0.8% +$7.47K 0.01% 977
2023
Q3 		$896K Buy
12,069
+9
+0.1% +$761 0.01% 1045
2023
Q2 		$954K Buy
12,060
+67
+0.6% +$4.84K 0.01% 1004
2023
Q1 		$913K Buy
11,993
+106
+0.9% +$9.2K 0.01% 986
2022
Q4 		$933K Sell
11,887
-346
-3% -$29.1K 0.01% 1082
2022
Q3 		$1.02M Sell
12,233
-7,372
-38% -$753K 0.01% 963
2022
Q2 		$1.89M Buy
19,605
+95
+0.5% +$10.5K 0.02% 696
2022
Q1 		$2.52M Sell
19,510
-309
-2% -$42.4K 0.03% 594
2021
Q4 		$2.99M Buy
19,819
+305
+2% +$42.5K 0.03% 543
2021
Q3 		$2.21M Buy
19,514
+15,962
+449% +$1.67M 0.02% 661
2021
Q2 		$371K Buy
3,552
+38
+1% +$3.98K ﹤0.01% 1438
2021
Q1 		$361K Sell
3,514
-1,342
-28% -$130K ﹤0.01% 1355
2020
Q4 		$442K Buy
4,856
+4,754
+4,661% +$352K 0.01% 1269
2020
Q3 		$371K Buy
+102
New +$5.35K 0.01% 1011

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

Kestra Advisory Services's WD Position: Q2 2026 in Review

Kestra Advisory Services increased its Walker & Dunlop (WD) stake by 8.5% in Q2 2026, buying an estimated $57.4K and bringing the position to 14,493 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Kestra Advisory Services first reported a position in WD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.99M in Q4 2021. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Kestra Advisory Services held 14,493 shares of Walker & Dunlop worth $793K as of Q2 2026.
  • Kestra Advisory Services bought 1,134 Walker & Dunlop shares in Q2 2026, an estimated $57.4K.
  • Walker & Dunlop made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1993 holding.
  • Kestra Advisory Services first reported a position in Walker & Dunlop in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Walker & Dunlop position peaked at $2.99M in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.