GoalVest Advisory’s SLM Corp SLM Stock Holding History

GoalVest Advisory’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	-9,500	Closed	-$312K	–	412
2025 Q2	$312K	Hold	9,500	–	–	0.08%	105
2025 Q1	$279K	Hold	9,500	–	–	0.08%	100
2024 Q4	$262K	Hold	9,500	–	–	0.07%	103
2024 Q3	$217K	Hold	9,500	–	–	0.06%	100
2024 Q2	$198K	Hold	9,500	–	–	0.06%	100
2024 Q1	$207K	Hold	9,500	–	–	0.07%	102
2023 Q4	$182K	Hold	9,500	–	–	0.08%	70
2023 Q3	$129K	Hold	9,500	–	–	0.06%	89
2023 Q2	$155K	Sell	9,500 -5,500	-37%	-$83.7K	0.08%	77
2023 Q1	$186K	Hold	15,000	–	–	0.11%	71
2022 Q4	$249K	Hold	15,000	–	–	0.16%	66
2022 Q3	$210K	Hold	15,000	–	–	0.15%	73
2022 Q2	$243K	Sell	15,000 -15,000	-50%	-$260K	0.15%	110
2022 Q1	$551K	Buy	+30,000	New	+$567K	0.31%	83

Other funds holding SLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GoalVest Advisory's SLM Position: Q3 2025 in Review

GoalVest Advisory sold out of SLM Corp (SLM) in Q3 2025, closing a stake of 9,500 shares — an estimated $312K sold.

GoalVest Advisory first reported a position in SLM in Q1 2022 and held it in 14 quarters. The position peaked at $551K in Q1 2022. 394 funds tracked by Wall St. Rank hold SLM as of Q3 2025.

GoalVest Advisory reported no remaining SLM Corp position as of Q3 2025 after selling out during the quarter.
GoalVest Advisory sold 9,500 SLM Corp shares in Q3 2025, an estimated $312K.
GoalVest Advisory first reported a position in SLM Corp in Q1 2022 and held it in 14 quarters.
GoalVest Advisory's SLM Corp position peaked at $551K in Q1 2022.
394 funds tracked by Wall St. Rank held SLM Corp as of Q3 2025.

Based on GoalVest Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.