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Cooper Financial Group’s SLM Corp SLM Stock Holding History

Cooper Financial Group’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7,973
Closed -$207K – 479
2026
Q2 		$207K Buy
+7,973
New +$180K 0.02% 435
2026
Q1 		– Sell
-7,976
Closed -$216K – 450
2025
Q4 		$216K Hold
7,976
– – 0.02% 361
2025
Q3 		$221K Hold
7,976
– – 0.02% 361
2025
Q2 		$262K Hold
7,976
– – 0.03% 323
2025
Q1 		$234K Hold
7,976
– – 0.03% 343
2024
Q4 		$220K Buy
+7,976
New +$197K 0.03% 363

Other funds holding SLM

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Cooper Financial Group's SLM Position: Q3 2026 in Review

Cooper Financial Group sold out of SLM Corp (SLM) in Q3 2026, closing a stake of 7,973 shares — an estimated $207K sold.

Cooper Financial Group first reported a position in SLM in Q4 2024 and held it in 6 quarters. The position peaked at $262K in Q2 2025. 16 funds tracked by Wall St. Rank hold SLM as of Q3 2026.

  • Cooper Financial Group reported no remaining SLM Corp position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 7,973 SLM Corp shares in Q3 2026, an estimated $207K.
  • Cooper Financial Group first reported a position in SLM Corp in Q4 2024 and held it in 6 quarters.
  • Cooper Financial Group's SLM Corp position peaked at $262K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held SLM Corp as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.