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USA Financial Formulas’s SLM Corp SLM Stock Holding History

USA Financial Formulas’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
2025
Q3 		– Sell
-9,196
Closed -$302K – 322
2025
Q2 		$302K Sell
9,196
-1,550
-14% -$47.4K 0.05% 100
2025
Q1 		$316K Buy
+10,746
New +$314K 0.05% 105
2024
Q3 		– Sell
-1,587
Closed -$33K – 360
2024
Q2 		$33K Buy
+1,587
New +$33.4K 0.01% 245
2021
Q3 		– Sell
-24,454
Closed -$512K – 471
2021
Q2 		$512K Buy
24,454
+17,582
+256% +$346K 0.43% 85
2021
Q1 		$123K Buy
+6,872
New +$104K 0.1% 159
2017
Q2 		– Sell
-43,069
Closed -$521K – 310
2017
Q1 		$521K Buy
43,069
+5,074
+13% +$60.1K 0.13% 151
2016
Q4 		$419K Buy
+37,995
New +$341K 0.1% 173

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USA Financial Formulas's SLM Position: Q3 2025 in Review

USA Financial Formulas sold out of SLM Corp (SLM) in Q3 2025, closing a stake of 9,196 shares — an estimated $302K sold.

USA Financial Formulas first reported a position in SLM in Q4 2016 and held it in 7 quarters. The position peaked at $521K in Q1 2017. 394 funds tracked by Wall St. Rank hold SLM as of Q3 2025.

  • USA Financial Formulas reported no remaining SLM Corp position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 9,196 SLM Corp shares in Q3 2025, an estimated $302K.
  • USA Financial Formulas first reported a position in SLM Corp in Q4 2016 and held it in 7 quarters.
  • USA Financial Formulas's SLM Corp position peaked at $521K in Q1 2017.
  • 394 funds tracked by Wall St. Rank held SLM Corp as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.