Position in SLM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,160,581
+$29,919 QoQ
Shares Held
44,741
-15.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 384 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in SLM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $170,613,635 across 10 Credit Services names. SLM ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
241,478 | $82,848,687 | |
| 2 | MA |
Mastercard Inc
|
145,120 | $74,533,632 | |
| 3 | AXP |
American Express Co
|
24,186 | $8,180,914 | |
| 4 | COF |
Capital One Financial Corp
|
7,268 | $1,458,106 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
27,257 | $1,176,957 | |
| 6 | SLM |
SLM Corp
This page
|
44,741 | $1,160,581 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
22,154 | $397,221 | |
| 8 | SYF |
Synchrony Financial
|
4,591 | $349,145 |
All Filings in SLM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,581 | 44,741 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,130,662 | 52,810 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $819,403 | 30,281 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $754,529 | 27,259 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $939,597 | 28,655 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $576,679 | 19,635 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $257,018 | 9,319 | Shares | Sole | 2025-02-05 | |
| 2022-12-31 | $9,041,123 | 544,646 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,308,963 | 522,442 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,499,291 | 470,470 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,394,706 | 457,228 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,681,197 | 441,342 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,594,822 | 431,524 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,408,247 | 401,540 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,489,434 | 361,126 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||