Optimize Financial’s Sylvamo SLVM Stock Holding History

Optimize Financial’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,635	Closed	-$319K	–	440
2025 Q4	$319K	Buy	6,635 +92	+1%	+$4.19K	0.16%	257
2025 Q3	$289K	Buy	+6,543	New	+$303K	0.15%	290

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Optimize Financial's SLVM Position: Q1 2026 in Review

Optimize Financial sold out of Sylvamo (SLVM) in Q1 2026, closing a stake of 6,635 shares — an estimated $319K sold.

Optimize Financial first reported a position in SLVM in Q3 2025 and held it in 2 quarters. The position peaked at $319K in Q4 2025. 320 funds tracked by Wall St. Rank hold SLVM as of Q1 2026.

Optimize Financial reported no remaining Sylvamo position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 6,635 Sylvamo shares in Q1 2026, an estimated $319K.
Optimize Financial first reported a position in Sylvamo in Q3 2025 and held it in 2 quarters.
Optimize Financial's Sylvamo position peaked at $319K in Q4 2025.
320 funds tracked by Wall St. Rank held Sylvamo as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.