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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
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 $5.72T 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

Synergy Financial Group's WD Position: Q1 2026 in Review

Synergy Financial Group increased its Walker & Dunlop (WD) stake by 0.13% in Q1 2026, buying an estimated $564 and bringing the position to 7,494 shares worth $333K. The position accounts for 0.25% of the portfolio, ranked #82.

Synergy Financial Group first reported a position in WD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2022. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Synergy Financial Group held 7,494 shares of Walker & Dunlop worth $333K as of Q1 2026.
  • Synergy Financial Group bought 10 Walker & Dunlop shares in Q1 2026, an estimated $564.
  • Walker & Dunlop made up 0.25% of Synergy Financial Group's portfolio in Q1 2026, its #82 holding.
  • Synergy Financial Group first reported a position in Walker & Dunlop in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Walker & Dunlop position peaked at $1.17M in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.