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Able Wealth Management’s Navient NAVI Stock Holding History

Able Wealth Management’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196K Buy
+23,038
New +$194K 0.05% 157

Other funds holding NAVI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Able Wealth Management's NAVI Position: Q2 2026 in Review

Able Wealth Management opened a new position in Navient (NAVI) in Q2 2026: 23,038 shares worth $196K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings.

54 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Able Wealth Management held 23,038 shares of Navient worth $196K as of Q2 2026.
  • Navient was a new Able Wealth Management position in Q2 2026.
  • Navient made up 0.05% of Able Wealth Management's portfolio in Q2 2026, its #157 holding.
  • 54 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.