Forum Financial Management’s SLM Corp SLM Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-11,039	Closed	-$299K	–	881
2025 Q4	$299K	Sell	11,039 -2	-0%	-$55	﹤0.01%	752
2025 Q3	$306K	Buy	11,041 +7	+0.1%	+$218	﹤0.01%	729
2025 Q2	$362K	Buy	11,034 +10	+0.1%	+$306	0.01%	557
2025 Q1	$324K	Buy	11,024 +38	+0.3%	+$1.11K	0.01%	557
2024 Q4	$303K	Hold	10,986	–	–	0.01%	610
2024 Q3	$251K	Buy	10,986 +3	+0%	+$65	﹤0.01%	607
2024 Q2	$228K	Buy	10,983 +15	+0.1%	+$316	﹤0.01%	606
2024 Q1	$239K	Hold	10,968	–	–	﹤0.01%	616
2023 Q4	$210K	Sell	10,968 -100	-0.9%	-$1.51K	﹤0.01%	627
2023 Q3	$151K	Hold	11,068	–	–	﹤0.01%	606
2023 Q2	$181K	Hold	11,068	–	–	﹤0.01%	618
2023 Q1	$137K	Hold	11,068	–	–	﹤0.01%	593
2022 Q4	$184K	Buy	11,068 +100	+0.9%	+$1.64K	0.01%	551
2022 Q3	$153K	Hold	10,968	–	–	0.01%	507
2022 Q2	$175K	Hold	10,968	–	–	0.01%	536
2022 Q1	$201K	Hold	10,968	–	–	0.01%	569
2021 Q4	$216K	Buy	+10,968	New	+$201K	0.01%	583

Other funds holding SLM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return