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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

SLM holding history

SLM Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SLM overviewAll 13F holders of SLMFull Q2 2026 holdings

Shares (Q2 2026)
72,001
Value
$1.87M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SLM by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,001$1.87M<0.1%+28,654+66.1%AddedHolders
Q1 202643,347$928.0K<0.1%−10,326−19.2%ReducedHolders
Q4 202553,673$1.45M<0.1%+12,793+31.3%AddedHolders
Q3 202540,880$1.13M<0.1%+3,991+10.8%AddedHolders
Q2 202536,889$1.21M<0.1%+2,109+6.1%AddedHolders
Q1 202534,780$1.02M<0.1%+6,902+24.8%AddedHolders
Q4 202427,878$768.9K<0.1%+15,900+132.7%AddedHolders
Q3 202411,978$273.9K<0.1%+11,978NewHolders
Q1 20240$00.0%−17,137−100.0%Sold outHolders
Q4 202317,137$327.7K<0.1%−1,148−6.3%ReducedHolders
Q3 202318,285$249.0K<0.1%+2,820+18.2%AddedHolders
Q2 202315,465$252.4K<0.1%−304−1.9%ReducedHolders
Q1 202315,769$195.4K<0.1%+756+5.0%AddedHolders
Q4 202215,013$249.2K<0.1%+1,592+11.9%AddedHolders
Q3 202213,421$188.0K<0.1%−1,790−11.8%ReducedHolders
Q2 202215,211$242.0K<0.1%+7,496+97.2%AddedHolders
Q1 20227,715$142.0K<0.1%+1,498+24.1%AddedHolders
Q4 20216,217$122.0K<0.1%+136+2.2%AddedHolders
Q3 20216,081$107.0K<0.1%+175+3.0%AddedHolders
Q2 20215,906$124.0K<0.1%−4,762−44.6%ReducedHolders
Q1 202110,668$192.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.