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Summit Securities Group’s Walker & Dunlop WD Stock Holding History

Summit Securities Group’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 		$1.09K Buy
+20
New +$1.01K ﹤0.01% 1107

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 $3.37T AUM 44.26% 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

Summit Securities Group's WD Position: Q2 2026 in Review

Summit Securities Group opened a new position in Walker & Dunlop (WD) in Q2 2026: 20 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings.

267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Summit Securities Group held 20 shares of Walker & Dunlop worth $1.09K as of Q2 2026.
  • Walker & Dunlop was a new Summit Securities Group position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1107 holding.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.