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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's WD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Walker & Dunlop (WD) stake by 90% in Q1 2026, selling an estimated $37K and leaving 74 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Pinnacle Wealth Planning Services first reported a position in WD in Q4 2020 and has held it in 3 quarters since. The position peaked at $58K in Q4 2020. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 74 shares of Walker & Dunlop worth $3.28K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 656 Walker & Dunlop shares in Q1 2026, an estimated $37K.
  • Walker & Dunlop made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2347 holding.
  • Pinnacle Wealth Planning Services first reported a position in Walker & Dunlop in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Walker & Dunlop position peaked at $58K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.