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Ameritas Advisory Services’s Navient NAVI Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-197
Closed -$2.6K – 1697
2025
Q3 		$2.6K Buy
197
+2
+1% +$27 ﹤0.01% 1952
2025
Q2 		$2.75K Buy
+195
New +$2.51K ﹤0.01% 2415
2023
Q2 		– Sell
-534
Closed -$8.54K – 1821
2023
Q1 		$8.54K Buy
+534
New +$9.32K ﹤0.01% 1950

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameritas Advisory Services's NAVI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Navient (NAVI) in Q4 2025, closing a stake of 197 shares — an estimated $2.6K sold.

Ameritas Advisory Services first reported a position in NAVI in Q1 2023 and held it in 3 quarters. The position peaked at $8.54K in Q1 2023. 239 funds tracked by Wall St. Rank hold NAVI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Navient position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 197 Navient shares in Q4 2025, an estimated $2.6K.
  • Ameritas Advisory Services first reported a position in Navient in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Navient position peaked at $8.54K in Q1 2023.
  • 239 funds tracked by Wall St. Rank held Navient as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.