EFS
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Essex Financial Services’s SLM Corp SLM Stock Holding History

Essex Financial Services’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
2025
Q3 		– Sell
-6,376
Closed -$209K – 766
2025
Q2 		$209K Buy
+6,376
New +$195K 0.01% 649

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Essex Financial Services's SLM Position: Q3 2025 in Review

Essex Financial Services sold out of SLM Corp (SLM) in Q3 2025, closing a stake of 6,376 shares — an estimated $209K sold.

Essex Financial Services first reported a position in SLM in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 394 funds tracked by Wall St. Rank hold SLM as of Q3 2025.

  • Essex Financial Services reported no remaining SLM Corp position as of Q3 2025 after selling out during the quarter.
  • Essex Financial Services sold 6,376 SLM Corp shares in Q3 2025, an estimated $209K.
  • Essex Financial Services first reported a position in SLM Corp in Q2 2025 and held it in 1 quarter.
  • Essex Financial Services's SLM Corp position peaked at $209K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held SLM Corp as of Q3 2025.

Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.