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 Q3	$3.51K	Sell	100 -330	-77%	-$14.6K	﹤0.01%	2362
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Wealth Planning Services's WD Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Walker & Dunlop (WD) stake by 77% in Q3 2026, selling an estimated $14.6K and leaving 100 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Pinnacle Wealth Planning Services first reported a position in WD in Q4 2020 and has held it in 5 quarters since. The position peaked at $58K in Q4 2020. 37 funds tracked by Wall St. Rank hold WD as of Q3 2026.

Pinnacle Wealth Planning Services held 100 shares of Walker & Dunlop worth $3.51K as of Q3 2026.
Pinnacle Wealth Planning Services sold 330 Walker & Dunlop shares in Q3 2026, an estimated $14.6K.
Walker & Dunlop made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2362 holding.
Pinnacle Wealth Planning Services first reported a position in Walker & Dunlop in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Walker & Dunlop position peaked at $58K in Q4 2020.
37 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.