Raymond James Financial
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Raymond James Financial’s Walker & Dunlop WD Stock Holding History

Raymond James Financial’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 		$720K Buy
13,172
+52
+0.4% +$2.63K ﹤0.01% 4241
2026
Q1 		$582K Sell
13,120
-20,665
-61% -$1.16M ﹤0.01% 4254
2025
Q4 		$2.03M Sell
33,785
-3,104
-8% -$220K ﹤0.01% 3265
2025
Q3 		$3.08M Buy
36,889
+2,372
+7% +$191K ﹤0.01% 2830
2025
Q2 		$2.43M Buy
34,517
+6,461
+23% +$467K ﹤0.01% 2922
2025
Q1 		$2.39M Buy
28,056
+20,995
+297% +$1.88M ﹤0.01% 2856
2024
Q4 		$687K Buy
+7,061
New +$764K ﹤0.01% 3708

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 $3.38T AUM 44.17% 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

Raymond James Financial's WD Position: Q2 2026 in Review

Raymond James Financial increased its Walker & Dunlop (WD) stake by 0.4% in Q2 2026, buying an estimated $2.63K and bringing the position to 13,172 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #4241.

Raymond James Financial first reported a position in WD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.08M in Q3 2025. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Raymond James Financial held 13,172 shares of Walker & Dunlop worth $720K as of Q2 2026.
  • Raymond James Financial bought 52 Walker & Dunlop shares in Q2 2026, an estimated $2.63K.
  • Walker & Dunlop made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4241 holding.
  • Raymond James Financial first reported a position in Walker & Dunlop in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Walker & Dunlop position peaked at $3.08M in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

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