Kestra Advisory Services, LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1830819 AUSTIN, TX

Position in WD

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$592,872

-$224,205 QoQ

Shares Held

13,359

-1.7% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Financial Services · as of Mar 31, 2026

Kestra Advisory Services, LLC holds $1,965,126 across 4 Mortgage Finance names. WD ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	87,407	$1,245,549
2	WD	Walker & Dunlop, Inc. This page	13,359	$592,872
3	GHI	Greystone Housing Impact Investors LP	16,637	$81,854
4	UWMC	UWM Holdings Corp	12,390	$44,851

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$592,872	13,359	-1.7%	Shares	Sole	2026-04-30
2025-12-31	$817,077	13,584	+6.9%	Shares	Sole	2026-02-13
2025-09-30	$1,062,141	12,702	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$885,228	12,560	+1.1%	Shares	Sole	2025-08-15
2025-03-31	$1,060,683	12,426	+1.2%	Shares	Sole	2025-05-14
2024-12-31	$1,193,544	12,278	-1.9%	Shares	Sole	2025-02-10
2024-09-30	$1,421,465	12,514	+0.7%	Shares	Sole	2024-11-13
2024-06-30	$1,219,742	12,421	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$1,236,570	12,236	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$1,349,881	12,160	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$896,002	12,069	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$953,825	12,060	+0.6%	Shares	Sole	2023-08-11
2023-03-31	$913,506	11,993	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$932,891	11,887	-2.8%	Shares	Sole	2023-01-31
2022-09-30	$1,024,269	12,233	-37.6%	Shares	Sole	2022-11-01
2022-06-30	$1,888,745	19,605	+0.5%	Shares	Sole	2022-08-12
2022-03-31	$2,524,984	19,510	-1.6%	Shares	Sole	2022-07-20
2021-12-31	$2,990,290	19,819	+1.6%	Shares	Sole	2022-07-25
2021-09-30	$2,214,839	19,514	+449.4%	Shares	Sole	2022-07-25
2021-06-30	$370,757	3,552	+1.1%	Shares	Sole	2022-07-26
2021-03-31	$361,028	3,514	-27.6%	Shares	Sole	2022-07-27
2020-12-31	$446,849	4,856	+4660.8%	Shares	Sole	2022-07-28
2020-09-30	$5,406	102	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.