STA
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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
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 – 1463
2017
Q4 		$10K Buy
+872
New +$9.55K ﹤0.01% 1232

Other funds holding SLM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return