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	–	880
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Forum Financial Management's SLM Position: Q1 2026 in Review

Forum Financial Management sold out of SLM Corp (SLM) in Q1 2026, closing a stake of 11,039 shares — an estimated $299K sold.

Forum Financial Management first reported a position in SLM in Q4 2021 and held it in 17 quarters. The position peaked at $362K in Q2 2025. 371 funds tracked by Wall St. Rank hold SLM as of Q1 2026.

Forum Financial Management reported no remaining SLM Corp position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 11,039 SLM Corp shares in Q1 2026, an estimated $299K.
Forum Financial Management first reported a position in SLM Corp in Q4 2021 and held it in 17 quarters.
Forum Financial Management's SLM Corp position peaked at $362K in Q2 2025.
371 funds tracked by Wall St. Rank held SLM Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.