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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Roble Belko & Company's WD Position: Q1 2026 in Review

Roble Belko & Company sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 199 shares — an estimated $12K sold.

Roble Belko & Company first reported a position in WD in Q4 2022 and held it in 13 quarters. The position peaked at $23K in Q3 2024. 255 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Roble Belko & Company reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
Roble Belko & Company sold 199 Walker & Dunlop shares in Q1 2026, an estimated $12K.
Roble Belko & Company first reported a position in Walker & Dunlop in Q4 2022 and held it in 13 quarters.
Roble Belko & Company's Walker & Dunlop position peaked at $23K in Q3 2024.
255 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.