RBC
WD icon

Roble Belko & Company’s Walker & Dunlop WD Stock Holding History

Roble Belko & Company’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 		– Sell
-199
Closed -$12K – 520
2025
Q4 		$12K Hold
199
– – ﹤0.01% 295
2025
Q3 		$17K Hold
199
– – ﹤0.01% 240
2025
Q2 		$14K Hold
199
– – ﹤0.01% 249
2025
Q1 		$17K Hold
199
– – ﹤0.01% 232
2024
Q4 		$19K Hold
199
– – ﹤0.01% 218
2024
Q3 		$23K Hold
199
– – ﹤0.01% 198
2024
Q2 		$20K Hold
199
– – ﹤0.01% 209
2024
Q1 		$20K Hold
199
– – ﹤0.01% 218
2023
Q4 		$22K Hold
199
– – ﹤0.01% 197
2023
Q3 		$15K Hold
199
– – ﹤0.01% 200
2023
Q2 		$16K Hold
199
– – ﹤0.01% 196
2023
Q1 		$15K Hold
199
– – ﹤0.01% 211
2022
Q4 		$16K Buy
+199
New +$16.7K ﹤0.01% 227

Other funds holding WD

BlackRock
BlackRock New York $5.7T 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