PWPS
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Pinnacle Wealth Planning Services’s Walker & Dunlop WD Stock Holding History

Pinnacle Wealth Planning 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 		$23.5K Buy
430
+356
+481% +$18K ﹤0.01% 1705
2026
Q1 		$3.28K Sell
74
-656
-90% -$37K ﹤0.01% 2347
2025
Q4 		$43.9K Buy
+730
New +$51.8K ﹤0.01% 1285
2021
Q1 		– Sell
-635
Closed -$58K – 1929
2020
Q4 		$58K Buy
+635
New +$47.1K 0.01% 724

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

Pinnacle Wealth Planning Services's WD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Walker & Dunlop (WD) stake by 481% in Q2 2026, buying an estimated $18K and bringing the position to 430 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Pinnacle Wealth Planning Services first reported a position in WD in Q4 2020 and has held it in 4 quarters since. The position peaked at $58K in Q4 2020. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 430 shares of Walker & Dunlop worth $23.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 356 Walker & Dunlop shares in Q2 2026, an estimated $18K.
  • Walker & Dunlop made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1705 holding.
  • Pinnacle Wealth Planning Services first reported a position in Walker & Dunlop in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Walker & Dunlop position peaked at $58K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.