EWA
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EverSource Wealth Advisors’s SLM Corp SLM Stock Holding History

EverSource Wealth Advisors’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
Q2 		$100K Buy
3,859
+778
+25% +$17.5K ﹤0.01% 1383
2026
Q1 		$66K Buy
3,081
+501
+19% +$11.8K ﹤0.01% 1690
2025
Q4 		$69.8K Sell
2,580
-687
-21% -$18.8K ﹤0.01% 1512
2025
Q3 		$90.4K Sell
3,267
-728
-18% -$22.7K ﹤0.01% 1343
2025
Q2 		$131K Buy
3,995
+2,164
+118% +$66.2K 0.01% 1063
2025
Q1 		$53.8K Buy
1,831
+85
+5% +$2.49K ﹤0.01% 1201
2024
Q4 		$48.2K Buy
1,746
+29
+2% +$717 ﹤0.01% 1207
2024
Q3 		$39.3K Hold
1,717
– – ﹤0.01% 1166
2024
Q2 		$39K Buy
1,717
+27
+2% +$569 ﹤0.01% 1207
2024
Q1 		$35.8K Buy
1,690
+9
+0.5% +$179 ﹤0.01% 1113
2023
Q4 		$32.1K Buy
1,681
+117
+7% +$1.77K ﹤0.01% 1063
2023
Q3 		$21.3K Sell
1,564
-35
-2% -$527 ﹤0.01% 1102
2023
Q2 		$26.1K Buy
1,599
+35
+2% +$533 ﹤0.01% 1047
2023
Q1 		$19.4K Buy
1,564
+64
+4% +$945 ﹤0.01% 1093
2022
Q4 		$24.9K Buy
+1,500
New +$24.6K ﹤0.01% 996

Other funds holding SLM

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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

EverSource Wealth Advisors's SLM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its SLM Corp (SLM) stake by 25% in Q2 2026, buying an estimated $17.5K and bringing the position to 3,859 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

EverSource Wealth Advisors first reported a position in SLM in Q4 2022 and has held it in 15 quarters since. The position peaked at $131K in Q2 2025. 388 funds tracked by Wall St. Rank hold SLM as of Q2 2026.

  • EverSource Wealth Advisors held 3,859 shares of SLM Corp worth $100K as of Q2 2026.
  • EverSource Wealth Advisors bought 778 SLM Corp shares in Q2 2026, an estimated $17.5K.
  • SLM Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1383 holding.
  • EverSource Wealth Advisors first reported a position in SLM Corp in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's SLM Corp position peaked at $131K in Q2 2025.
  • 388 funds tracked by Wall St. Rank held SLM Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.