Pathstone Holdings
WD icon

Pathstone Holdings’s Walker & Dunlop WD Stock Holding History

Pathstone Holdings’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 		$607K Buy
11,103
+1,959
+21% +$99.2K ﹤0.01% 1770
2026
Q1 		$406K Sell
9,144
-816
-8% -$46K ﹤0.01% 1842
2025
Q4 		$599K Sell
9,960
-1,275
-11% -$90.5K ﹤0.01% 1671
2025
Q3 		$939K Buy
11,235
+1,463
+15% +$118K ﹤0.01% 1459
2025
Q2 		$689K Sell
9,772
-1,509
-13% -$109K ﹤0.01% 1568
2025
Q1 		$963K Sell
11,281
-1,986
-15% -$178K ﹤0.01% 1404
2024
Q4 		$1.29M Sell
13,267
-1,057
-7% -$114K 0.01% 1220
2024
Q3 		$1.63M Sell
14,324
-1,757
-11% -$184K 0.01% 1101
2024
Q2 		$1.58M Buy
16,081
+13,665
+566% +$1.3M 0.01% 1040
2024
Q1 		$244K Buy
2,416
+169
+8% +$16.2K ﹤0.01% 2043
2023
Q4 		$249K Buy
+2,247
New +$185K ﹤0.01% 1945

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

Pathstone Holdings's WD Position: Q2 2026 in Review

Pathstone Holdings increased its Walker & Dunlop (WD) stake by 21% in Q2 2026, buying an estimated $99.2K and bringing the position to 11,103 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Pathstone Holdings first reported a position in WD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q3 2024. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Pathstone Holdings held 11,103 shares of Walker & Dunlop worth $607K as of Q2 2026.
  • Pathstone Holdings bought 1,959 Walker & Dunlop shares in Q2 2026, an estimated $99.2K.
  • Walker & Dunlop made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1770 holding.
  • Pathstone Holdings first reported a position in Walker & Dunlop in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Walker & Dunlop position peaked at $1.63M in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.