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Larson Financial Group’s Walker & Dunlop WD Stock Holding History

Larson Financial 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
Q2 		$9.13K Buy
+167
New +$8.46K ﹤0.01% 2465
2025
Q4 		– Sell
-119
Closed -$9.91K – 3682
2025
Q3 		$9.91K Buy
119
+104
+693% +$8.38K ﹤0.01% 2021
2025
Q2 		$1.06K Buy
15
+10
+200% +$722 ﹤0.01% 2635
2025
Q1 		$427 Hold
5
– – ﹤0.01% 2617
2024
Q4 		$486 Hold
5
– – ﹤0.01% 2206
2024
Q3 		$568 Hold
5
– – ﹤0.01% 2097
2024
Q2 		$491 Buy
+5
New +$476 ﹤0.01% 1843

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

Larson Financial Group's WD Position: Q2 2026 in Review

Larson Financial Group opened a new position in Walker & Dunlop (WD) in Q2 2026: 167 shares worth $9.13K. The stake represents ﹤0.01% of the portfolio and ranks #2465 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in WD as recently as Q3 2025.

Larson Financial Group first reported a position in WD in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.91K in Q3 2025. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Larson Financial Group held 167 shares of Walker & Dunlop worth $9.13K as of Q2 2026.
  • Walker & Dunlop was a new Larson Financial Group position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2465 holding.
  • Larson Financial Group first reported a position in Walker & Dunlop in Q2 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Walker & Dunlop position peaked at $9.91K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

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