UB
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UMB Bank’s Walker & Dunlop WD Stock Holding History

UMB Bank’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 		$9.01K Sell
203
-31
-13% -$1.75K ﹤0.01% 1896
2025
Q4 		$14.1K Sell
234
-20
-8% -$1.42K ﹤0.01% 1682
2025
Q3 		$21.2K Buy
254
+51
+25% +$4.11K ﹤0.01% 1426
2025
Q2 		$14.3K Buy
203
+13
+7% +$939 ﹤0.01% 1484
2025
Q1 		$16.2K Buy
190
+104
+121% +$9.31K ﹤0.01% 1390
2024
Q4 		$8.36K Hold
86
– – ﹤0.01% 1524
2024
Q3 		$9.77K Buy
86
+44
+105% +$4.61K ﹤0.01% 1494
2024
Q2 		$4.12K Buy
42
+2
+5% +$190 ﹤0.01% 1491
2024
Q1 		$4.04K Sell
40
-37
-48% -$3.55K ﹤0.01% 1409
2023
Q4 		$8.55K Hold
77
– – ﹤0.01% 1325
2023
Q3 		$5.72K Buy
+77
New +$6.51K ﹤0.01% 1393

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

UMB Bank's WD Position: Q1 2026 in Review

UMB Bank reduced its Walker & Dunlop (WD) stake by 13% in Q1 2026, selling an estimated $1.75K and leaving 203 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

UMB Bank first reported a position in WD in Q3 2023 and has held it in 11 quarters since. The position peaked at $21.2K in Q3 2025. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • UMB Bank held 203 shares of Walker & Dunlop worth $9.01K as of Q1 2026.
  • UMB Bank sold 31 Walker & Dunlop shares in Q1 2026, an estimated $1.75K.
  • Walker & Dunlop made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1896 holding.
  • UMB Bank first reported a position in Walker & Dunlop in Q3 2023 and has held it in 11 quarters since.
  • UMB Bank's Walker & Dunlop position peaked at $21.2K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.