Position in SLM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,600
-$3,233 QoQ
Shares Held
293
-42.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 384 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Clearstead Trust, LLC holds $13,008,944 across 11 Credit Services names. SLM ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
23,583 | $8,091,091 | |
| 2 | MA |
Mastercard Inc
|
8,045 | $4,131,912 | |
| 3 | AXP |
American Express Co
|
1,779 | $601,746 | |
| 4 | SYF |
Synchrony Financial
|
1,682 | $127,916 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
83 | $17,954 | |
| 6 | CACC |
Credit Acceptance Corp
|
14 | $8,914 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
132 | $8,048 | |
| 8 | SLM |
SLM Corp
This page
|
293 | $7,600 |
All Filings in SLM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,600 | 293 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,833 | 506 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $3,100 | 112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,672 | 112 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,611 | 157 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||