WANY
SLM icon

Wealthspire Advisors (New York)’s SLM Corp SLM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-992
Closed -$27.5K – 2589
2025
Q3 		$27.5K Buy
+992
New +$31K ﹤0.01% 1506
2020
Q2 		– Sell
-10,498
Closed -$75K – 489
2020
Q1 		$75K Buy
+10,498
New +$101K ﹤0.01% 530

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 $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s SLM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SLM Corp (SLM) in Q4 2025, closing a stake of 992 shares — an estimated $27.5K sold.

Wealthspire Advisors (New York) first reported a position in SLM in Q1 2020 and held it in 2 quarters. The position peaked at $75K in Q1 2020. 372 funds tracked by Wall St. Rank hold SLM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SLM Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 992 SLM Corp shares in Q4 2025, an estimated $27.5K.
  • Wealthspire Advisors (New York) first reported a position in SLM Corp in Q1 2020 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s SLM Corp position peaked at $75K in Q1 2020.
  • 372 funds tracked by Wall St. Rank held SLM Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.