IWC
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Integrated Wealth Concepts’s SLM Corp SLM Stock Holding History

Integrated Wealth Concepts’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
-6,212
Closed -$204K – 2090
2025
Q2 		$204K Buy
+6,212
New +$190K ﹤0.01% 1763

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

Integrated Wealth Concepts's SLM Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of SLM Corp (SLM) in Q3 2025, closing a stake of 6,212 shares — an estimated $204K sold.

Integrated Wealth Concepts first reported a position in SLM in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 394 funds tracked by Wall St. Rank hold SLM as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining SLM Corp position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,212 SLM Corp shares in Q3 2025, an estimated $204K.
  • Integrated Wealth Concepts first reported a position in SLM Corp in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's SLM Corp position peaked at $204K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held SLM Corp as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.