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Synergy Financial Group’s Walker & Dunlop WD Stock Holding History

Synergy Financial 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 		$409K Sell
7,476
-18
-0.2% -$911 0.29% 66
2026
Q1 		$333K Buy
7,494
+10
+0.1% +$564 0.25% 82
2025
Q4 		$450K Sell
7,484
-11
-0.1% -$781 0.32% 60
2025
Q3 		$627K Sell
7,495
-299
-4% -$24.1K 0.42% 44
2025
Q2 		$549K Sell
7,794
-445
-5% -$32.1K 0.4% 47
2025
Q1 		$703K Buy
8,239
+29
+0.4% +$2.6K 0.63% 38
2024
Q4 		$798K Sell
8,210
-391
-5% -$42.3K 0.67% 36
2024
Q3 		$977K Buy
8,601
+141
+2% +$14.8K 0.93% 26
2024
Q2 		$831K Sell
8,460
-213
-2% -$20.3K 0.87% 27
2024
Q1 		$876K Buy
8,673
+261
+3% +$25.1K 0.99% 24
2023
Q4 		$934K Sell
8,412
-352
-4% -$28.9K 1.14% 19
2023
Q3 		$651K Sell
8,764
-48
-0.5% -$4.06K 0.91% 30
2023
Q2 		$697K Buy
8,812
+614
+7% +$44.3K 0.94% 25
2023
Q1 		$624K Sell
8,198
-263
-3% -$22.8K 1.02% 23
2022
Q4 		$664K Sell
8,461
-1,431
-14% -$120K 1.31% 22
2022
Q3 		$828K Buy
9,892
+452
+5% +$46.1K 1.24% 24
2022
Q2 		$909K Buy
9,440
+401
+4% +$44.2K 1.42% 21
2022
Q1 		$1.17M Buy
9,039
+1,615
+22% +$222K 1.23% 22
2021
Q4 		$1.12M Buy
+7,424
New +$1.03M 1.01% 26

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

Synergy Financial Group's WD Position: Q2 2026 in Review

Synergy Financial Group reduced its Walker & Dunlop (WD) stake by 0.24% in Q2 2026, selling an estimated $911 and leaving 7,476 shares worth $409K. The position accounts for 0.29% of the portfolio, ranked #66.

Synergy Financial Group first reported a position in WD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q1 2022. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Synergy Financial Group held 7,476 shares of Walker & Dunlop worth $409K as of Q2 2026.
  • Synergy Financial Group sold 18 Walker & Dunlop shares in Q2 2026, an estimated $911.
  • Walker & Dunlop made up 0.29% of Synergy Financial Group's portfolio in Q2 2026, its #66 holding.
  • Synergy Financial Group first reported a position in Walker & Dunlop in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Walker & Dunlop position peaked at $1.17M in Q1 2022.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.