SC
WD icon

SouthState Corp’s Walker & Dunlop WD Stock Holding History

SouthState Corp’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
2025
Q1 		– Sell
-200
Closed -$19.4K – 1740
2024
Q4 		$19.4K Hold
200
– – ﹤0.01% 438
2024
Q3 		$22.7K Hold
200
– – ﹤0.01% 430
2024
Q2 		$19.6K Hold
200
– – ﹤0.01% 450
2024
Q1 		$20.2K Sell
200
-200
-50% -$19.2K ﹤0.01% 452
2023
Q4 		$44.4K Hold
400
– – ﹤0.01% 362
2023
Q3 		$29.7K Buy
400
+100
+33% +$8.45K ﹤0.01% 379
2023
Q2 		$23.7K Hold
300
– – ﹤0.01% 399
2023
Q1 		$22.9K Buy
300
+100
+50% +$8.68K ﹤0.01% 431
2022
Q4 		$15.7K Hold
200
– – ﹤0.01% 504
2022
Q3 		$17K Buy
+200
New +$20.4K ﹤0.01% 480

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SouthState Corp's WD Position: Q1 2025 in Review

SouthState Corp sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 200 shares — an estimated $19.4K sold.

SouthState Corp first reported a position in WD in Q3 2022 and held it in 10 quarters. The position peaked at $44.4K in Q4 2023. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

  • SouthState Corp reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
  • SouthState Corp sold 200 Walker & Dunlop shares in Q1 2025, an estimated $19.4K.
  • SouthState Corp first reported a position in Walker & Dunlop in Q3 2022 and held it in 10 quarters.
  • SouthState Corp's Walker & Dunlop position peaked at $44.4K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on SouthState Corp's 13F filing for Q1 2025, filed 12 May 2025.