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Kaizen Financial Strategies’s SLM Corp SLM Stock Holding History

Kaizen Financial Strategies’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
-8,541
Closed -$231K – 186
2025
Q4 		$231K Sell
8,541
-500
-6% -$13.7K 0.1% 147
2025
Q3 		$242K Sell
9,041
-173
-2% -$5.4K 0.11% 132
2025
Q2 		$302K Buy
9,214
+37
+0.4% +$1.13K 0.15% 113
2025
Q1 		$270K Buy
9,177
+639
+7% +$18.7K 0.16% 111
2024
Q4 		$235K Buy
+8,538
New +$211K 0.13% 113

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Kaizen Financial Strategies's SLM Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of SLM Corp (SLM) in Q1 2026, closing a stake of 8,541 shares — an estimated $231K sold.

Kaizen Financial Strategies first reported a position in SLM in Q4 2024 and held it in 5 quarters. The position peaked at $302K in Q2 2025. 371 funds tracked by Wall St. Rank hold SLM as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining SLM Corp position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 8,541 SLM Corp shares in Q1 2026, an estimated $231K.
  • Kaizen Financial Strategies first reported a position in SLM Corp in Q4 2024 and held it in 5 quarters.
  • Kaizen Financial Strategies's SLM Corp position peaked at $302K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held SLM Corp as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.