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Root Financial Partners’s SLM Corp SLM Stock Holding History

Root Financial Partners’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 		– Sell
-3,429
Closed -$73.4K – 2728
2026
Q1 		$73.4K Sell
3,429
-4,544
-57% -$107K ﹤0.01% 704
2025
Q4 		$216K Sell
7,973
-519
-6% -$14.2K 0.01% 286
2025
Q3 		$235K Buy
8,492
+103
+1% +$3.21K 0.01% 249
2025
Q2 		$275K Buy
8,389
+347
+4% +$10.6K 0.03% 195
2025
Q1 		$236K Buy
8,042
+134
+2% +$3.92K 0.03% 187
2024
Q4 		$218K Buy
+7,908
New +$196K 0.03% 196

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

Root Financial Partners's SLM Position: Q2 2026 in Review

Root Financial Partners sold out of SLM Corp (SLM) in Q2 2026, closing a stake of 3,429 shares — an estimated $73.4K sold.

Root Financial Partners first reported a position in SLM in Q4 2024 and held it in 6 quarters. The position peaked at $275K in Q2 2025. 388 funds tracked by Wall St. Rank hold SLM as of Q2 2026.

  • Root Financial Partners reported no remaining SLM Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,429 SLM Corp shares in Q2 2026, an estimated $73.4K.
  • Root Financial Partners first reported a position in SLM Corp in Q4 2024 and held it in 6 quarters.
  • Root Financial Partners's SLM Corp position peaked at $275K in Q2 2025.
  • 388 funds tracked by Wall St. Rank held SLM Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.