JWA
SLM icon

JFS Wealth Advisors’s SLM Corp SLM Stock Holding History

JFS 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 		$5.99K Hold
231
– – ﹤0.01% 1217
2026
Q1 		$4.95K Sell
231
-51
-18% -$1.21K ﹤0.01% 1203
2025
Q4 		$7.63K Buy
282
+67
+31% +$1.84K ﹤0.01% 1077
2025
Q3 		$5.95K Hold
215
– – ﹤0.01% 1057
2025
Q2 		$7.05K Sell
215
-5
-2% -$153 ﹤0.01% 973
2025
Q1 		$6.46K Hold
220
– – ﹤0.01% 1023
2024
Q4 		$6.07K Buy
220
+18
+9% +$445 ﹤0.01% 1054
2024
Q3 		$4.62K Buy
202
+7
+4% +$151 ﹤0.01% 1149
2024
Q2 		$4.05K Hold
195
– – ﹤0.01% 1153
2024
Q1 		$4.25K Hold
195
– – ﹤0.01% 1157
2023
Q4 		$3.73K Sell
195
-74
-28% -$1.12K ﹤0.01% 1169
2023
Q3 		$3.66K Buy
269
+73
+37% +$1.1K ﹤0.01% 1124
2023
Q2 		$3.2K Buy
196
+180
+1,125% +$2.74K ﹤0.01% 1203
2023
Q1 		$199 Sell
16
-215
-93% -$3.17K ﹤0.01% 1832
2022
Q4 		$3.83K Buy
231
+30
+15% +$492 ﹤0.01% 1098
2022
Q3 		$3K Sell
201
-278
-58% -$4.31K ﹤0.01% 1238
2022
Q2 		$8K Buy
479
+205
+75% +$3.55K ﹤0.01% 840
2022
Q1 		$5K Buy
274
+158
+136% +$2.99K ﹤0.01% 1065
2021
Q4 		$2K Buy
+116
New +$2.13K ﹤0.01% 1159

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

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

JFS Wealth Advisors held its SLM Corp (SLM) position steady in Q2 2026 at 231 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

JFS Wealth Advisors first reported a position in SLM in Q4 2021 and has held it in 19 quarters since. The position peaked at $8K in Q2 2022. 388 funds tracked by Wall St. Rank hold SLM as of Q2 2026.

  • JFS Wealth Advisors held 231 shares of SLM Corp worth $5.99K as of Q2 2026.
  • JFS Wealth Advisors left its SLM Corp share count unchanged in Q2 2026.
  • SLM Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1217 holding.
  • JFS Wealth Advisors first reported a position in SLM Corp in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's SLM Corp position peaked at $8K in Q2 2022.
  • 388 funds tracked by Wall St. Rank held SLM Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.