AMERIPRISE FINANCIAL INC

Position in WD — Walker & Dunlop, Inc.

CIK 820027 MINNEAPOLIS, MN

Back to WD Full portfolio

Position in WD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$29,081,473

+$10,053,949 QoQ

Shares Held

531,654

+24.0% QoQ

Ownership

1.55%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#16

of 267 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in WD Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $99,506,046 across 4 Mortgage Finance names. WD ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	397,792	$34,647,683
2	WD	Walker & Dunlop, Inc. This page	531,654	$29,081,473
3	UWMC	UWM Holdings Corp	11,422,221	$26,156,885
4	RKT	Rocket Companies, Inc.	610,794	$9,620,005

All Filings in WD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,081,473	531,654	+24.0%	Shares	Defined	2026-08-14
2026-03-31	$19,027,524	428,741	+638.0%	Shares	Defined	2026-05-15
2025-12-31	$3,494,534	58,097	-10.6%	Shares	Defined	2026-02-17
2025-09-30	$5,436,804	65,018	+0.6%	Shares	Defined	2025-11-14
2025-06-30	$4,557,236	64,660	-9.6%	Shares	Defined	2025-08-14
2025-03-31	$6,107,678	71,552	-7.6%	Shares	Defined	2025-05-14
2024-12-31	$7,528,914	77,450	-4.0%	Shares	Defined	2025-02-14
2024-09-30	$9,163,872	80,675	-11.9%	Shares	Defined	2024-11-14
2024-06-30	$8,996,396	91,613	-5.0%	Shares	Defined	2024-08-14
2024-03-31	$9,748,348	96,461	-3.7%	Shares	Defined	2024-05-15
2023-12-31	$11,122,646	100,195	-6.8%	Shares	Defined	2024-02-14
2023-09-30	$7,981,541	107,510	-2.5%	Shares	Defined	2023-11-14
2023-06-30	$8,723,784	110,302	-4.2%	Shares	Defined	2023-08-14
2023-03-31	$8,767,776	115,108	-4.5%	Shares	Defined	2023-05-22
2022-12-31	$9,463,902	120,590	-4.1%	Shares	Defined	2023-02-14
2022-09-30	$10,527,037	125,726	-2.9%	Shares	Defined	2022-11-14
2022-06-30	$12,472,850	129,467	-0.6%	Shares	Defined	2022-08-15
2022-03-31	$16,863,296	130,299	-2.9%	Shares	Defined	2022-05-16
2021-12-31	$20,250,962	134,219	+1.2%	Shares	Defined	2022-02-14
2021-09-30	$15,047,716	132,579	-4.3%	Shares	Defined	2021-11-15
2021-06-30	$14,453,289	138,468	-1.5%	Shares	Defined	2021-08-16
2021-03-31	$14,437,640	140,526	+7.0%	Shares	Defined	2021-05-17
2020-12-31	$12,080,200	131,278	-13.8%	Shares	Defined	2021-02-12
2020-09-30	$8,076,193	152,381	-18.1%	Shares	Defined	2020-11-16
2020-06-30	$9,454,724	186,080	-85.9%	Shares	Defined	2020-08-14
2020-03-31	$53,187,205	1,320,765	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.