Skip to main content
Equibles

Steward Partners Investment Advisory, LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1723397 STAMFORD, CT
Back to WD Full portfolio

Position in WD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$588,462
+$575,415 QoQ
Shares Held
10,758
+3559.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#122
of 266 holders
Holding Since
Mar 2021
13 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 Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $4,600,656 across 5 Mortgage Finance names. WD ranks #3 (12.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UWMC
UWM Holdings Corp
 1,191,705 $2,729,004
2 RKT
Rocket Companies, Inc.
 80,965 $1,275,198
3 WD
Walker & Dunlop, Inc.
This page 		10,758 $588,462
4 LDI
loanDepot, Inc.
 5,000 $6,250
5 PFSI
PennyMac Financial Services, Inc.
 20 $1,742

All Filings in WD

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $588,462 10,758
2026-03-31 $13,047 294
2025-12-31 $17,684 294
2025-09-30 $24,584 294
2025-06-30 $32,138 456
2025-03-31 $39,350 461
2024-12-31 $29,940 308
2024-09-30 $36,462 321
2024-06-30 $30,442 310
2024-03-31 $29,711 294
2022-03-31 $12,942 100
2021-12-31 $15,088 100
2021-03-31 $57,842 563