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Summit Trail Advisors’s SLM Corp SLM Stock Holding History

Summit Trail 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 		$1.68M Buy
64,622
+3,910
+6% +$88K 0.02% 715
2026
Q1 		$1.3M Buy
60,712
+3,294
+6% +$77.9K 0.02% 807
2025
Q4 		$1.55M Buy
57,418
+772
+1% +$21.2K 0.03% 561
2025
Q3 		$1.57M Buy
56,646
+38,969
+220% +$1.22M 0.02% 577
2025
Q2 		$580K Buy
17,677
+2,087
+13% +$63.8K 0.01% 676
2025
Q1 		$458K Sell
15,590
-2,810
-15% -$82.2K 0.02% 263
2024
Q4 		$507K Sell
18,400
-586
-3% -$14.5K 0.02% 216
2024
Q3 		$434K Buy
18,986
+81
+0.4% +$1.75K 0.01% 435
2024
Q2 		$393K Hold
18,905
– – 0.01% 421
2024
Q1 		$412K Hold
18,905
– – 0.01% 382
2023
Q4 		$361K Buy
18,905
+513
+3% +$7.75K 0.01% 353
2023
Q3 		$250K Hold
18,392
– – 0.01% 426
2023
Q2 		$300K Sell
18,392
-346
-2% -$5.27K 0.01% 374
2023
Q1 		$232K Buy
18,738
+226
+1% +$3.34K 0.01% 364
2022
Q4 		$307K Hold
18,512
– – 0.01% 278
2022
Q3 		$259K Sell
18,512
-3
-0% -$46 0.01% 287
2022
Q2 		$295K Buy
18,515
+230
+1% +$3.98K 0.02% 275
2022
Q1 		$336K Buy
+18,285
New +$346K 0.03% 227
2018
Q1 		– Sell
-872
Closed -$10K – 1462
2017
Q4 		$10K Buy
+872
New +$9.55K ﹤0.01% 1232

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

Summit Trail Advisors's SLM Position: Q2 2026 in Review

Summit Trail Advisors increased its SLM Corp (SLM) stake by 6.4% in Q2 2026, buying an estimated $88K and bringing the position to 64,622 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #715.

Summit Trail Advisors first reported a position in SLM in Q4 2017 and has held it in 19 quarters since. 388 funds tracked by Wall St. Rank hold SLM as of Q2 2026.

  • Summit Trail Advisors held 64,622 shares of SLM Corp worth $1.68M as of Q2 2026.
  • Summit Trail Advisors bought 3,910 SLM Corp shares in Q2 2026, an estimated $88K.
  • SLM Corp made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #715 holding.
  • Summit Trail Advisors first reported a position in SLM Corp in Q4 2017 and has held it in 19 quarters since.
  • 388 funds tracked by Wall St. Rank held SLM Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.