Steward Partners Investment Advisory, LLC
Position in WD — Walker & Dunlop, Inc.
CIK 1723397
STAMFORD, CT
Position in WD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$13,047
-$4,637 QoQ
Shares Held
294
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $3,833,791 across 6 Mortgage Finance names. WD ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
|
963,777 | $3,488,872 | |
| 2 | RKT |
Rocket Companies, Inc.
|
22,101 | $314,939 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
294 | $13,047 | |
| 4 | PAPL |
Pineapple Financial Inc.
|
12,633 | $8,085 | |
| 5 | LDI |
loanDepot, Inc.
|
5,000 | $7,100 | |
| 6 | PFSI |
PennyMac Financial Services, Inc.
|
20 | $1,748 |
All Filings in WD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,047 | 294 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,684 | 294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,584 | 294 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,138 | 456 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,350 | 461 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,940 | 308 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $36,462 | 321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,442 | 310 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $29,711 | 294 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $12,942 | 100 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,088 | 100 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $57,842 | 563 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||